Financial Relationship Builder

Job Description:
• 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.

Qualifications and Requirements:
• 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

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