Well established, reputable Financial Services company, situated in Hillcrest Durban seeks an experienced experienced Relationship Consultant to assist clients by offering excellent client service, support, and to maintain least 3 years' experience in this role, in a financial services environment. A clear credit record is essential essential. Previous experience in a financial services environment is essential Possess good technical Providing effective, efficient and professional service to all our clients, both telephonically and through
or Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated
12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent
as a representative rendering financial advice and intermediary services.
Computer Literate
Excellent
of new business
Gathering of financial data and setting financial objectives
Strong Analysing
/>Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
deploying and integrating new VAS features and services.
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Africa Consulting Limited, We wish to update you that we are currently running a call for consultants. Impact Impact Africa Consulting Limited is a professional services firm providing independent advice and pragmatic impact assessment and reporting, enterprise support services, training and capacity building, and sustainability and connect with us on LinkedIn . The call for consultants allows individuals to discover ideal opportunities access to chances that are in line with the consultants’ experiences. When projects requiring specialist
Africa Consulting Limited, We wish to update you that we are currently running a call for consultants. Impact Impact Africa Consulting Limited is a professional services firm providing independent advice and pragmatic impact assessment and reporting, enterprise support services, training and capacity building, and sustainability and connect with us on LinkedIn . The call for consultants allows individuals to discover ideal opportunities access to chances that are in line with the consultants’ experiences. When projects requiring specialist
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Scope of work
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