Description:
We are seeking an experienced Financial Sales Adviser to join our newly opened Branches.
As a Financial Sales Adviser, you will play a crucial role in advising clients on financial products and services and helping them achieve their financial goals. You will use your expertise in the financial industry to guide clients in making informed decisions and provide tailored financial solutions.
Responsibilities
- Develop and maintain relationships with new and existing clients
- Understand clients' financial needs and goals and recommend suitable investment products and services.
- Provide personalized financial advice and guidance to clients.
- Execute trades on behalf of clients and monitor investment portfolios.
- Stay up-to-date with financial market trends and developments.
- Meet sales targets and key performance indicators.
- Prepare and present investment proposals and reports to clients.
Requirements:
- Develop and maintain relationships with new and existing clients
- Understand clients' financial needs and goals and recommend suitable investment products and services.
- Provide personalized financial advice and guidance to clients.
- Execute trades on behalf of clients and monitor investment portfolios.
- Stay up-to-date with financial market trends and developments.
- Meet sales targets and key performance indicators.
- Prepare and present investment proposals and reports to clients.
- Networking
- Sales: 2 to 3 years
- Financial Adviser: 1 year or less
- National Senior Certificate (Grade 12).
- Minimum of 2 years of Sales/Customer service experience.
- Reliable laptop.
- Valid driver's license.
- Clear criminal and credit records.
- Excellent communication skills & networking skills.
- Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial Services Authority.
- RE5, Wealth Management, and a Certificate in Banking are an advantage.
- FAIS compliant.
Minimum Requirements:
- National Senior Certificate (Grade 12).
- Minimum of 2 years of Sales/Customer service experience.
- Reliable laptop.
- Valid driver's license.
- Clear criminal and credit records.
- Excellent communication skills & networking skills.
Desired Requirements:
- Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial Services Authority.
- RE5, Wealth Management, and a Certificate in Banking are an advantage.
- FAIS compliant.
·
12 May 2024;
from:
careers24.com