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Financial Advisor Momentum Metropolitan Holdings

Western CapeSouth Africa
a month0 Applicants
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job description - Financial Advisor

  • Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.


  • Matric/ N4 Equivalent Qualification.
  • FAIS requirements based on DOFA date
  • Relevant regulatory examinations if you are already working in the financial services industry.
  • 5 years’ experience for individuals with matric
  • 1-2 years’ experience for individuals with undergraduate degree (preferred)
  • Strong computer literacy skills
  • Fluency in English

Duties & Responsibilities    

  • Engage with prospect clients to understand their financial needs.
  • Sell products that align with the clients’ financial requirements.
  • Accurately record client information and sales details
  • Achieve targets related to production, quality and conversion.
  • Comply with legislative regulations and adhere to all compliance requirements.


  • Verbally fluent
  • Numerical reasoning ability
  • Be able to plan and manage their time.
  • Self-reliant
  • Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
  • Manage relationships well.
  • Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
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About the company

Momentum Metropolitan Holdings is listed on the Johannesburg Stock Exchange, as a South African-based financial service provider.

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