Financial Advisor

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BEECH FINANCIAL SOLUTIONS LIMITED
Cape Town
ZAR 300 000 - 600 000
Be among the first applicants.
7 days ago
Job description

We provide financial advice as well as various solutions to fulfill the needs of each individual.

The Role

You Will Be Responsible For

  1. Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
  2. Suggesting trade ideas in line with the client's financial goals and order taking.
  3. Advising clients on entering and exiting financial positions.
  4. Developing strong internal relationships to optimise service delivery and ensure all practices are in line with internal guidelines and statutory requirements.

Ideal Profile

  1. You have at least 1 year experience within a Sales / Relationship Manager or Telesales role, ideally within the Financial Services Industry, Insurance and Investment Banking industry.
  2. You are a strong networker & relationship builder.
  3. You pay strong attention to detail and deliver work that is of a high standard.
  4. You are highly goal driven and work well in fast paced environments.

What's on Offer?

  1. Opportunity to make a positive impact.
  2. Work alongside & learn from best in class talent.
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