- Limpopo
- Salary: Market Related
- Job Type: Permanent
- Sectors: Investment Sales
- Reference: 188546
Vacancy Details
Employer: Atlas Finance
About the Role
As a Financial Services Consultant, you will play a pivotal role in providing expert services to clients. Your primary focus will be on assisting clients with effective financial loan products, and risk management solutions, ensuring goals are met in alignment with market best practices.
Key Responsibilities
- Develop and maintain strong relationships with clients to understand their financial needs.
- Provide tailored financial product based on comprehensive assessments of clients' financial situations.
- Conduct market research to identify trends and opportunities for clients' investment portfolios.
- Monitor and review clients' payment trends, assisting with branch collection of premiums.
- Collaborate with internal teams to ensure that client needs are met efficiently and effectively.
Requirements
- Demonstrable experience in financial services, with a strong understanding of financial products.
- Proven track record in building and maintaining client relationships in a financial services environment.
- Strong analytical and quantitative skills, with the ability to interpret and communicate financial data effectively.
- Excellent interpersonal and communication skills, enabling you to explain complex financial concepts to clients.
- A commitment to ongoing professional development and staying current with financial regulations and market trends.
Preferred Qualifications
- Certification: Grade 12
- Experience with financial Services
- Familiarity with regulatory frameworks and compliance requirements within the South African financial services industry.
- Previous experience in a client-facing role within a financial institution will be beneficial.
We are an equal opportunity employer and welcome applications from individuals from diverse backgrounds. All employment decisions are made in accordance with the Employment Equity Act.
8 people have applied for this job. 102 people have viewed this job.
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