Investment Relationship Builder
2 weeks ago
We are seeking an Investment Relationship Builder to join The Recruitment Council's team in the Western Cape retail investor/IFA market.
About the Position:This role will focus on expanding our brand presence and increasing engagement within the investment community.
- Develop and nurture new sources for investor inflows from the IFA/adviser market.
- Foster profitable relationships with IFAs, Wealth Managers, Family Offices, etc.
- Maintain and enhance the existing client base.
- Focus on client satisfaction.
Raising Assets from New IFAs, Wealth Managers, and Family Offices:
- BUILD TRUSTING RELATIONSHIPS WITH INVESTORS AND PROSPECTIVE INVESTORS.
- MANAGE A PIPELINE OF OPPORTUNITIES AND ENSURE CONSTANT BUSINESS DEVELOPMENT:
- ATTRACT NEW BUSINESS AND LEADS.
- ENCOURAGE ADDITIONAL INVESTMENTS FROM EXISTING CLIENTS (CROSS AND UP-SELLING).
- GENERATE FURTHER REFERRALS FROM EXISTING INVESTORS.
- HOST PROSPECTING EVENTS TO BUILD QUALITY RELATIONSHIPS AND SUPPORT BUSINESS INFLOWS.
- STRENGTHEN RELATIONSHIPS WITH VALUED INVESTORS THROUGH ONGOING ENGAGEMENT.
- EVALUATE AND RESEARCH EFFECTIVE COMMUNICATION CHANNELS.
- SCHEDULE REGULAR FACE-TO-FACE MEETINGS WITH INVESTORS AND PROSPECTIVE INVESTORS.
- ARRANGE AND HOST CLIENT FUNCTIONS.
- ATTEND NETWORKING EVENTS.
- PRIOR SALES EXPERIENCE IN THE FINANCIAL INDUSTRY.
- A PROVEN TRACK RECORD OF SECURING NEW BUSINESS (AT LEAST 2-3 YEARS).
- ABILITY TO SERVICE, CLOSE, AND UP-SELL ACCOUNTS.
- AN ESTABLISHED NETWORK OF CAPE TOWN-BASED IFAS.
- IDEAL CANDIDATES HOLD A CFP/CFA/CAIA/INVESTMENT HONOURS OR OTHER FINANCE-RELATED QUALIFICATION.
-
Commercial Relationship Builder
6 days ago
Cape Town, Western Cape, South Africa Unique Personnel (Pty) Ltd Full timeCommercial Relationship BuilderWe are seeking a highly skilled Commercial Relationship Builder to join our team at Unique Personnel (Pty) Ltd. In this role, you will be responsible for building and maintaining strong relationships with our customers, driving business growth and development.You will work closely with our customers to understand their business...
-
Commercial Relationship Builder
2 weeks ago
Cape Town, Western Cape, South Africa Clicks Group Limited Full timeJob Summary">The Clicks Group Limited is seeking a results-driven Commercial Relationship Builder to join our team. As a Commercial Relationship Builder, you will be responsible for building and maintaining relationships with key decision makers in the healthcare industry.">Key Responsibilities">To build and maintain relationships with key decision makers.To...
-
Commercial Banking Relationship Builder
1 week ago
Cape Town, Western Cape, South Africa Absa Group Full timeCommercial Banking Relationship BuildingThis role involves working closely with customers to understand their financial needs and develop tailored solutions to meet their goals. As a Commercial Banking Relationship Builder, you will be responsible for identifying new business opportunities and developing relationships with key stakeholders within the...
-
Key Account Relationship Builder
2 weeks ago
Cape Town, Western Cape, South Africa Talent Shore SA Ltd Full timeAbout Our Company: Talent Shore SA Ltd is a dynamic business that specializes in innovative therapy products. We are committed to delivering tailored solutions that enhance patient care, working closely with leading physiotherapists in the UK.Job OverviewWe are seeking a highly proactive Key Account Relationship Builder to join our growing team. This role...
-
Investment Relationship Specialist
1 week ago
Cape Town, Western Cape, South Africa FNZ (UK) Ltd Full timeWe are looking for an Investment Relationship Specialist who can build and maintain profitable relationships with key relationships. The ideal candidate will have a strong background in financial services and be able to develop open and effective channels of communication with each relationship.Key ResponsibilitiesContact key relationships via calls, emails,...
-
Digital Community Builder
2 days ago
Cape Town, Western Cape, South Africa Talent Sam Full timeDigital Community Building OpportunityWe are seeking a highly motivated and experienced Digital Community Builder to join our team at Talent Sam. As a Digital Community Builder, you will be responsible for developing and implementing effective digital community management strategies that foster engagement, growth, and loyalty.The successful candidate will...
-
Emerging Markets Investment Professional
5 days ago
Cape Town, Western Cape, South Africa Ninety One Full timeAbout Our Team:We are a talented group of professionals dedicated to delivering exceptional investment results.We have a unique culture that values intellectual curiosity, ambition, and decency.We strive to create a workplace environment that fosters growth, diversity, and inclusivity.Career Opportunities: unlocking your investment potentialJoin our dynamic...
-
Relationship Growth Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Iress Full timeRequired Skills and QualificationsTo be successful in this role, the ideal candidate will possess:Strong Investment Management industry experience and knowledge.Previous Portfolio Management experience is essential.Commercial awareness and ability to contribute to broader business conversations.The successful candidate will also have:A natural networker and...
-
Global Investing Career Launcher
5 days ago
Cape Town, Western Cape, South Africa Ninety One Full timeAbout Us:We are a leading independent global asset manager with R3 trillion* of assets under management.Our commitment to delivering exceptional investment results has earned us a reputation as a trusted partner for investors worldwide.We operate with a clear imperative: to attract and retain the best talent by providing a corporate environment where...
-
Insurance Relationship Builder
7 days ago
Cape Town, Western Cape, South Africa Badger Holdings (Pty) Ltd Full timeWhat We OfferWe offer a dynamic and supportive team culture that makes us an attractive choice for professionals who are looking for a challenging and rewarding career. Our employees are encouraged to think creatively and develop innovative solutions to meet the needs of our clients.We invest in our employees' growth and development, offering opportunities...
-
Commercial Relationship Builder
1 week ago
Cape Town, Western Cape, South Africa Humankind Group Full timeKey ResponsibilitiesBusiness Development: Identify new markets for Business Insurance products or servicesCustomer Relationship Management: Cultivate client relationships and manage existing accountsSales Opportunities Creation: Develop and execute strategies to increase sales revenue
-
Client Relationship Builder
6 days ago
Cape Town, Western Cape, South Africa Ground One Direct Marketing Full timeJob Summary:This is an exciting opportunity for a motivated and ambitious individual to join our team as a Sales and Marketing Representative. The role involves promoting and selling our products to clients, building relationships, and contributing to our sales targets.You will be responsible for developing and maintaining strong relationships with clients,...
-
Logistics Relationship Builder
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Title: Logistics Relationship BuilderAbout Network Recruitment:As a specialist recruitment agency, we have an excellent reputation for delivering high-quality talent to the logistics and freight forwarding sector. We pride ourselves on building lasting relationships between our clients and candidates, driving business growth and success.Job...
-
Telesales Relationship Builder
2 days ago
Cape Town, Western Cape, South Africa Callforce Direct Full timeAbout the RoleWe are seeking a highly motivated Sales Account Reactivation Specialist to join our team. In this critical role, you will be responsible for re-engaging dormant accounts, building strong client relationships, and driving sales growth through strategic outbound calling efforts.
-
Regional Relationship Builder
1 week ago
Cape Town, Western Cape, South Africa Aerobotics Full timeAerobotics is a leading provider of innovative solutions for the agricultural sector. We are dedicated to empowering farmers and growers through cutting-edge technology and expertise.We are seeking a highly motivated Customer Success Manager to join our Customer Success Team in Cape Town. This role demands a results-driven individual with exceptional...
-
Key Account Manager for Investment Growth
7 days ago
Cape Town, Western Cape, South Africa Iress Full timeJob Title: Key Account Manager for Investment GrowthThis is a dynamic role responsible for the portfolio management of key existing clients that are of significant strategic importance to the organisation by building and maintaining strong relationships.The client relationship manager ensures that both parties deliver on their contractual commitments, build...
-
B2B Relationship Builder
4 days ago
Cape Town, Western Cape, South Africa Wevee Full timeJob Overview\We're seeking an Electrifying Sales Expert to join our team and help us drive sales growth while fostering strong B2B relationships with key accounts in the UK.\\Your primary responsibility will be to qualify new sales leads, manage a pipeline of opportunities, and close deals to meet quarterly targets. You'll work closely with our key account...
-
Client Relationship Manager
4 weeks ago
Cape Town, Western Cape, South Africa Iress Full timeClient Relationship Manager - Investment ManagementClient Relationship Manager - Investment ManagementApply locations: Cape TownTime type: Full timePosted on: Posted 15 Days AgoJob requisition id: V-08948Who we areAt Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have...
-
Client Relationship Manager
2 weeks ago
Cape Town, Western Cape, South Africa Iress Full timeClient Relationship Manager - Investment Management Client Relationship Manager - Investment Management Apply locations: Cape TownTime type: Full timePosted on: Posted 15 Days AgoJob requisition id: V-08948 Who we are At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial...
-
Cape Town, Western Cape, South Africa Fintech News Full timeAbout the RoleWe are seeking an experienced Investment Management Portfolio Specialist to join our team. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients.Key ResponsibilitiesEngage with clients to understand their overall strategy, business problems, and priorities.Deliver...