Description:
Requirements:Appropriate tertiary qualification (Bachelors Degree in Commerce, Financial planning, Finance, Investments preferable). Preferred 1-3 years experience in the Financial Services Industry. Fulfilling operational responsibilities. Good communication skills, both written and verbal. High reporting standard. High client service orientation. Technical and IT proficient, need to be comfortable configuring systems and analysing data. Ability to effectively influence and persuade others. Strong interpersonal skills. Emotional resilience. Self - motivated to ensure personal and professional improvement. Action orientated and takes initiative. Computer literacy: Graduate level.
Responsibilities and expectations but not limited to:
Execute company client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors. Identifying and developing client opportunities in each Advisors practice by looking at opportunities in each Advisors client database with the senior BDM. Business development activation and assistance at client and road show events. Usage statistics and management Information:
Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies. Compare practices against one another to harness efficiencies and best practices. Assisting Advisors to reach their Advisory model targets and objectives. Personal and Company Development:
Set goals for the year and ensure that personal training and development takes place. Ensure alignment to company development.
If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.
25 Mar 2025;
from:
gumtree.co.za