Financial Relationship Builder (Centurion, Cape town and Alberton) Basic Commission - South Africa
PTP Recruitment
To convert and create leads as well as build and maintain long-term relationships with customers and clients To diversify our health offering to clients into referrals for short-term and wealth department. To advise clients on their holistic needs using the support functions available. We are looking for someone with: Knowledge of Relevant Products Time Management Analytical Thinking Understand Compliance in the FSCA Building Customer Relationships with Clients Decision making Team player Self-Leadership Continuous development Communication (written and verbally) Numerical and mathematical skills Confident and enthusiastic Must be able to work independently Problem-solving skills Presentation and facilitation skills Discretion Care and empathy Ability to listen to understand Ability to work under pressure Initiative Assertiveness Persuasiveness NQF 4 Certificate grade 12 NQF 4 Regulatory Examinations 5 (FAIS Accreditation) NQF 5 Diploma (Preferable Wealth Management) Class of Business Certification (Yearly) Must have knowledge of Microsoft Office Microsoft Teams One Drive Zoho CRM Zoho Sign Compare Med Linkus
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