Strategic Financial Advisor & Client Growth Partner

Liberty ECM; KwaZulu-Natal; On-site; ZAR 30 000 - 50 000; Full time

Job summary

A financial solutions company seeks a confident and driven individual to enhance client relationships and offer beneficial financial solutions. The role involves analyzing client needs and recommending appropriate services. Candidates must possess Grade 12 and a financial qualification, along with strong communication, integrity, and client-centric skills. Desirable experience includes sales interactions. The position is aimed at fostering organizational growth and ensuring compliance with policies.

Qualifications

• Grade 12 is essential for consideration.
• FAIS qualification must be obtained within 6 years of Date of First Appointment.
• Telephone and face to face sales experience is desirable.

Responsibilities

• Manage long-term relationships with clients.
• Identify opportunities for organizational growth.
• Continuously review and assess client portfolios.

Skills

Verbal and Written Communication

Integrity

Interpersonal Skills

Resilience

Flexibility

Drive and Commitment

Persuasiveness

Client Centricity

Planning and Organizing

Business Acumen

Education

Grade 12

FAIS recognized qualification within 6 years of DOFA

Tools

Laptop or Tablet

Job description

A financial solutions company seeks a confident and driven individual to enhance client relationships and offer beneficial financial solutions. The role involves analyzing client needs and recommending appropriate services. Candidates must possess Grade 12 and a financial qualification, along with strong communication, integrity, and client-centric skills. Desirable experience includes sales interactions. The position is aimed at fostering organizational growth and ensuring compliance with policies.