Financial Advisor (maternity fill) - Asset management

Financial Advisor (maternity fill) - Asset management

One of the TOP banks in S.A. is seeking an experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity fill contract.

Responsibilities :

- Resolving client queries in a timeous manner
- Educate clients about products / services
- Facilitate sales process
- Obtain referrals
- Offer financial solutions
- Client retention
- Objection handling
- Risk mitigation

Must have :

- Must have a completed MATRIC / Grade 12
- Higher certificate in banking services - NQF 5 or other relevant Advanced diplomas / degree
- No less than 2 years' experience as a Client Service Consultant with exposure in asset management - experience in investments / pension funds / retirement funds






- Excellent English communication
- Solid understanding of collective investments schemes and retirement products
- Very adaptable
- Customer relationship management
- Clear credit score and clear criminal record

▶️ Financial Advisor (maternity fill) - Asset management
🖊️ Isilumko Staffing
📍 Cape Town