Financial Relationship Specialist
2 months ago
About the Role:
We are seeking a highly skilled and motivated Financial Relationship Specialist to join our team at ATripleA Recruitment and Temps. As a key member of our team, you will be responsible for building and maintaining long-term relationships with our clients and customers.
Key Responsibilities:
- Convert and create leads to drive business growth
- Develop and implement strategies to diversify our health offering to clients
- Advise clients on their holistic needs using our support functions
Requirements:
- NQF 4 Certificate grade 12
- NQF 4 Regulatory Examinations 5 (FAIS Accreditation)
- NQF 5 Diploma (preferably in Wealth Management)
- Class of Business Certification (yearly)
- Proficiency in Microsoft Office, Microsoft Teams, One Drive, Zoho CRM, Zoho Sign, Compare Med, and Linkus
Desirable Skills:
- Knowledge of relevant products
- Excellent time management and analytical thinking skills
- Understanding of compliance in the FSCA
- Strong customer relationship building skills
- Decision-making and problem-solving skills
- Team player with self-leadership and continuous development skills
- Effective communication and numerical skills
- Confident and enthusiastic with ability to work independently
About Us:
ATripleA Recruitment and Temps is a leading recruitment agency dedicated to providing top talent to the industry. We are committed to building long-term relationships with our clients and customers, and we are seeking a like-minded individual to join our team.
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