Job Description: Clarification Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Job Responsibilities: Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance. Create and ensure compliance with a company wide document management system. Work independently and provide technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward. Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points. Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty. Qualification & Experience: 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous) RE5 (Essential) Matric / Grade 12 or SAQA Accredited Equivalent (Essential) 120 FAIS Credits (NQF5) in Wealth management (Essential) General Experience 2 or more years experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Life & investment) (Essential) Job Details: Company: Telesure Investment Holdings - TIH Vacancy Type: Full Time Job Location: Johannesburg, Gauteng, SA Application Deadline: N/A Apply Here Vacancieshut.com
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