Risk Specialist Cape Town

Employment type: Permanent. Sector: Wealth Management. Basic salary: Market related. Start date: ASAP.

Requirements

• 3–7+ years’ experience in risk insurance or financial services.
• Grade 12 (Matric).
• Relevant financial qualification (e.g., CFP or NQF-aligned qualification).
• FAIS compliant for providing risk advice.
• Product accreditation with major life insurers (or willingness or ability to obtain).
• Proven experience in advising on and servicing life risk products.
• Proficient in Microsoft Office.
• Computer literate and technologically savvy.
• Experience working with a CRM system (e.g., XPlan).
• Valid driver’s license.
• Fluent in verbal and written English and Afrikaans.
• Strong technical knowledge of risk products and structuring.
• Excellent client relationship management and communication skills.
• High attention to detail with strong a...