Experienced and Inexperienced Financial Advisors, Menlyn Park, Pretoria / Tshwane. Company Name: Techgronet. Output/Core Tasks: 1. Establish long-term relationships with clients
2. Financial planning for clients
3. Focus on identifying client needs and then offer suitable financial solutions
4. Provide excellent service orientation and frequent contact with clients
Qualifications: Grade 12 or equivalent. RE Certificate definite advantage. Diploma or Degree in any field of finance. FAIS credits on NQF 5 or working towards a recognised qualification (Wealth Management) definite advantage.
Experience: Previous experience within the Financial Services Industry and/or Sales environment will be an added advantage.
Competencies: Computer literate, Build excellent client relationships/service orientation, Entrepreneurial/Business orientation, Self-discipline, Ability to work in an organized manner, Self-confidence, Drive/performance orientation, Interpersonal skills. Communication/presentation skills.
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Contact Khothatso: 0814452337
Posted: 03-05-2014 Location: Calgary,Alberta,Canada