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Pretoria: Business Development Consultant – Wealth




Date 2024-05-01
Job Title Business Development Consultant – Wealth
Employer
More Information
Salary Market related
Category Accounting Finance
Location Tshwane
/ Pretoria

Job Summary

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 G enerate leads and refer to relevant advisors Work with m anagers 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.

Business Development Consultant – Wealth position available in Tshwane, Pretoria. This job position was posted by . The job has been posted on 2024-05-01 in the Accounting Finance category

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