Financial Advisor

3 months ago


Cape Town, South Africa Isilumko Staffing Full time

One of the TOP banks in S.A. is seeking an experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity fill contract. 

Responsibilities:

  • Resolving client queries in a timeous manner
  • Educate clients about products / services 
  • Facilitate sales process 
  • Obtain referrals 
  • Offer financial solutions
  • Client retention
  • Objection handling
  • Risk mitigation 

Must have: 

  • Must have a completed MATRIC / Grade 12 
  • Higher certificate in banking services - NQF 5 or other relevant Advanced diplomas / degree
  • No less than 2 years' experience as a Client Service Consultant with exposure in asset management - experience in investments / pension funds / retirement funds 
  • Excellent English communication 
  • Solid understanding of collective investments schemes and retirement products 
  • Very adaptable 
  • Customer relationship management 
  • Clear credit score and clear criminal record  


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