Strategic Financial Advisor & Client Growth Partner

Sanlam Limited; South Africa; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services provider in South Africa seeks individuals to offer professional financial advice and manage client relationships. Responsibilities include generating leads through networking and maintaining records of client interactions. Candidates must have Grade 12 and fulfill FAIS requirements if they are registered with the FSCA for over 24 months. This role promises growth and professionalism while prioritizing sustainable business development.

Qualifications

• Grade 12 qualification required.
• Completion of FAIS requirements if registered with FSCA for over 24 months.

Responsibilities

• Provide professional financial advice to clients.
• Generate leads and clientele through networking.
• Document client interactions and maintain relationships.
• Monitor business performance against targets.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Action orientated

Persuades

Education

Grade 12

FAIS 'Fit and Proper' requirements

Job description

A leading financial services provider in South Africa seeks individuals to offer professional financial advice and manage client relationships. Responsibilities include generating leads through networking and maintaining records of client interactions. Candidates must have Grade 12 and fulfill FAIS requirements if they are registered with the FSCA for over 24 months. This role promises growth and professionalism while prioritizing sustainable business development.