Business Development Consultant - Pretoria, South Africa - CA Financial Appointments
Description
Responsibilities:
- Search for potential clients for services offered by Wealth Manager
- Generate leads and refer to relevant advisors
- Work with managers to support their business model
- Contact potential clients to establish relevance of services offered
- Maintain high levels of administration, complete client documents in the parameters of compliance department
- Develop an understand the business and services
- Meet outlined targets set by consultant and team leaders
- Contact clients when requested and communicate any changes or concerns to consultants
- Attend meetings held by Managers and Service Providers
- Draft and send correspondence to clients and external providers
- Resolve ad hoc client queries and internal administration requests
- Liaise with Private Wealth Managers to ensure accuracy of documents and tracking of leads
Requirements:
- Minimum of Matric, advantageous Certificates,Regulatory Representative Certification (RE5)
- Must have 3 years relevant working experience
- Excellent communication skills written and verbal
- Must have strong administrative skills
- Financial industry background advantageous
- Good interpersonal skills, able to work independently and within a team
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