Strategic Financial Consultant
7 days ago
At Sanlam Limited, we are dedicated to providing exceptional financial services and building long-lasting relationships with our clients.
We believe that our role is not just to provide advice, but to understand our clients' unique needs and goals, and to help them achieve their aspirations.
Job DescriptionThe ideal candidate will be a strategic thinker, able to identify opportunities and develop innovative solutions to meet the evolving needs of our clients. You will possess excellent communication skills, both written and verbal, and be able to build strong relationships with clients and colleagues alike.
You will be responsible for:
- Providing expert financial advice and guidance to clients on a range of products and services;
- Identifying and pursuing new business opportunities through networking and prospecting activities;
- Maintaining and developing existing client relationships, ensuring they receive exceptional service and support;
- Staying up-to-date with industry developments and regulatory requirements, applying this knowledge to deliver compliant and ethical solutions.
To succeed in this role, you will need to possess:
- A strong understanding of financial products and services, as well as relevant regulatory requirements;
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues;
- Strategic thinking and problem-solving skills, with the ability to identify opportunities and develop innovative solutions;
- A customer-focused approach, with a commitment to delivering exceptional service and support.
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