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