Capital Raiser and Investment Specialist
1 week ago
We are seeking young, qualified, and driven individuals to join our team as an Investment Specialist - Capital Raiser/Financial Consultant.
The ideal candidate must have a high degree of financial acumen and be able to instil trust and confidence in investors.
Key Responsibilities:
- Absorb information on complicated investment products and relay this information to clients and prospects.
- Actively seek out new investors through lead generation, networking, and marketing.
- Develop relationships with prospects and clients, understanding their needs to propose suitable investment solutions.
- Ensure the achievement and exceedance of sales goals set by the business.
- Help with ad hoc tasks in the office such as due diligence, compliance, and administration.
- Uphold the highest level of compliance procedures.
- Provide an exceptional customer experience, nurturing long-term relationships.
Requirements:
- Bachelor's degree in Commerce, Finance, Marketing, or a related field.
- Postgraduate studies advantageous.
- A good network would be very advantageous.
- Proven sales experience (Not necessary, but preferred).
- Excellent communication skills.
- Proficient in Microsoft Excel, Word, and PowerPoint.
- Own a car and be willing to travel.
- Passionate about finance and investing.
- Sophistication and class - Must be able to dress well and present yourself in a classy manner.
Package and Remuneration:
R15 000 CTC + Attractive Commission Structure -> If hit sales targets can comfortably earn R40 000+ per month.
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