Financial Services Specialist
1 month ago
About the Role
The ideal candidate will possess a strong understanding of financial services and be able to provide exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.
Key Responsibilities
- Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
Requirements
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- Experience – 1 to 3 years' experience within a Sales/Service area of a financial environment.
What We Offer
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
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