Investment Business Development Executive

1 week ago


Cape Town, South Africa Rory Mackie & Associates Full time

Our client is looking for an experienced Investments Business Development Executive with great client engagement and interpersonal skills to join their dynamic team. As an Investment Business Development Executive, you will be accustomed to developing and maintaining effective business relationships with Financial Advisors and delivering a proactive service that enhances the image of the company and contributes to the growth and profitability of the Retail Business Unit.

***

**The duties and responsibilities of this position include, but are not limited to**:

- Developing and maintaining strong working relationships with Advisors
- Following up on Advisor requests and queries in a timely manner and ensuring service standards are met
- Presenting to Advisors the benefits of the client offering
- Liaising with internal departments to ensure that excellent customer service standards can be met
- Keeping up to date with competitor products and service offerings

**Role Qualifications and Experience**:

- Com or any other Financial related University Degree
- Minimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on Retail Investments
- RE5

**Core Competencies Required**:

- Excellent communicator and listener
- Customer service mindset
- Able to interact with clients effectively
- Good organisational skills
- Energetic with a positive and friendly attitude
- Professional and presentable
- Excellent communication skills
- Ability to work in a team
- Computer literacy



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