Investment Consultant (Broker Consultant) - KZN
Candidate Connect
- R Undisclosed
- Permanent Intermediate position
-
Durban
- Posted 17 May 2024 by Candidate Connect
- Expires in 23 days
-
Job 2567508
About the position
Great opportunity to join an Asset Manager, as a Retail Investment Consultant. The purpose of this role is to maintain and grow a network of IFA’s in KZN.
This role is based in Durban, and involves traveling to the broader KZN area.
Key responsibilities include:
- Relationship management: maintain existing relationships as well as identifying and developing new relationships with Financial Advisors (FAs)
- Ongoing training, effective marketing and pro-active promotion of company and its products to FAs
- Creating value-adds to your FAs business: gain an understanding of your FAs’ business practices to ensure cross-selling opportunities are identified and the correct marketing approach is taken.
- Achieving targets, and conducting flow analysis to understand your FA database, analyse trends and identify opportunities.
- Events and collaborations
- Business management:
- Provide weekly feedback to the team
- Plan appointments and locations effectively
- Monthly call reports
- Quarterly feedback presentation and flows analysis
- Management of Road show set-up and collation of attendance (invitations and RSVP follow-ups)
- Compiling lists of relevant FAs for functions and gifts
Core requirements include:
- Relevant degree in Commerce (Economics / Finance / Business Science)
- RE1 + RE5
- 3-5 years' experience in Investments, with at least 2-3 years experience in face-to-face client/advisor interactions
- Experience in actively managing an Advisor database
- Required to travel (own car and driver's license)
- Relationship building, collaborative nature and resilience are key competencies
You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at [Email Address Removed]. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent.
Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Desired Skills:
- Communication
- Event Coordination
- Networking
- Presentations
- Product Training
- Relationship Management
- Reporting
About The Employer:
Boutique, well-established Asset Manager.
Candidate Connect
About the agency
Candidate Connect is a an established Cape Town based recruitment consultancy (since 2000) with a successful track record of linking high calibre candidates to the right company, at the right time, for the right job. We understand the concept "service industry" - it's all about you, we know it, we understand it and we're very comfortable with this.
We continually try to raise "the game" in this industry by setting standards that are higher, service levels that have been unmet. We hope you have this sort of experience with us.
We assist clients and candidates on a National basis, and work within International markets on a project specific basis.
Our professional service and dedicated team has ensured that we are regarded as preferred suppliers to a number of leading companies within :
- Asset Management
- Investment Banking
- IT
- FMCG
- Manufacturing
- And other sectors
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