Business Development Consultant

4 weeks ago

Johannesburg, South Africa PartnerUp (Pty) Ltd Full time

Centralised business development and para planning support for Financial Advisors in assistance to the senior BDM. Ensuring each Partner supports and executes on the AW endorsed advisory processes. Assist in growing Assets Under Management for each Advisor. Assist in developing, activating and executing on an Advisor's prospecting plans. Responsibilities: Execute 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. Personal and Company Development: Assisting Advisors to reach their Advisory model targets and objectives. Set goals for the year and ensure that personal training and development takes place. Ensure alignment to company development. 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-oriented and takes initiative. Qualifications and Experience: Appropriate tertiary qualification (Bachelor's Degree in Commerce, Financial Planning, Finance, Investments preferable). Preferred 1-3 years' experience in the Financial Services Industry. #J-18808-Ljbffr

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