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    Business Development Consultant - Pretoria, South Africa - CA Financial Appointments

    CA Financial Appointments
    CA Financial Appointments Pretoria, South Africa

    1 day ago

    CA Financial Appointments background
    Description

    Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you

    Responsibilities

    • Prospect potential clients for the services offered by Wealth Managers
    • Generate leads and refer to relevant advisors
    • Work with managers to support their business model.
    • Contact prospective clients to ascertain the relevance of the services offered.
    • Maintain the highest levels of administration, completing client documents in the parameters of the compliance department.
    • Learn and develop an understanding of the business and services.
    • Meet outlined targets set by the consultant and team leaders.
    • Contact clients when requested and communicate any changes or concerns to the consultant
    • Attend all meetings held by Managers and Service Providers.
    • Drafting and sending correspondence to clients and external providers.
    • Resolving ad hoc client queries and internal administration requests, as these arise.
    • Liaising with Private Wealth Managers to ensure the accuracy of documentation and tracking of leads (execution and issued)

    Requirements

    • Senior Certificate, Matric, post Matric advantageous Certifications
    • Regulatory Representative Certification (RE5) (Advantageous)
    • Excellent Communication Skills
    • Strong Administrative Skills
    • Financial Industry Background preferable
    • Good Interpersonal Skills 2 - 3 years working experience

    Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.

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