Client-First Financial Advisor - Build Client Relationships

Mmi Holdings Ltd; Upington; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Upington is seeking a Financial Advisor to attract and retain clients through effective sales of financial products. The role emphasizes outstanding after-sales service and enhancing client financial wellness while ensuring compliance with all relevant regulations. Suitable candidates should have a relevant degree and professional qualifications, positioning them to thrive in a competitive environment.

Qualifications

• Strong emphasis on enhancing client financial wellness.
• Ensuring compliance with regulations.

Responsibilities

• Attracting and retaining clients through effective sales.
• Providing outstanding after-sales service.

Education

Relevant degree

Professional qualifications

Job description

A leading company in the financial services sector is seeking a Financial Advisor in Upington.

The role focuses on attracting and retaining clients through effective sales of financial products and outstanding after-sales service.

The ideal candidate will have a relevant degree and professional qualifications, with a strong emphasis on enhancing client financial wellness while ensuring compliance with regulations.