Financial Relationship Specialist

2 months ago


Cape Town, Western Cape, South Africa ATripleA Recruitment and Temps Full time

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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