Strategic Financial Advisor & Client Relations Specialist

Old Mutual Limited; Greater London; On-site; GBP 80,000 - GBP 100,000; Full time

Job summary

A leading African financial services organization based in Greater London is seeking a customer-focused professional to provide advice on various financial products. The role entails building trust and developing customer relationships to secure new business. Qualifications include NQF Level 5 or equivalent, and strong skills in consultative selling and customer service. This position supports continuous business development and operational compliance while fostering effective customer relationships.

Qualifications

• Strong skills in customer service and sales.
• Proven ability to develop customer relationships.

Responsibilities

• Provide quality service to customers while securing new business.
• Analyze customer problems to find effective solutions.
• Develop a relationship management plan for potential customers.
• Monitor market data to identify business development opportunities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Sales Opportunities Identifying

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading African financial services organization based in Greater London is seeking a customer-focused professional to provide advice on various financial products. The role entails building trust and developing customer relationships to secure new business. Qualifications include NQF Level 5 or equivalent, and strong skills in consultative selling and customer service. This position supports continuous business development and operational compliance while fostering effective customer relationships.