Financial Sales Specialist
2 weeks ago
We are seeking a highly skilled and motivated individual to join our team as an Investment Specialist - Capital Raiser/Financial Consultant. This role is ideal for those with a strong background in finance and a passion for sales and capital raising.
The successful candidate will be responsible for sourcing and structuring investment opportunities for high-net-worth individuals, as well as raising capital for various bespoke investment opportunities. Our company has a proven track record of success, having raised over R1.4 bn in capital since inception 5 years ago.
We are looking for someone who is sophisticated, has a high degree of financial acumen, and can instil trust and confidence in investors. The ideal candidate will have excellent communication skills, be able to absorb complex financial information, and be able to relay this information to clients and prospective clients.
Key ResponsibilitiesThe key duties of this role include:
- Absorbing information on complicated investment products and relaying this information to clients and prospective clients
- Actively seeking out new investors through lead generation, networking, and marketing
- Developing relationships with prospects and clients, understanding their needs to propose suitable investment solutions
- Ensuring the achievement and exceedance of sales goals set by the business
- Helping with ad hoc tasks in the office such as due diligence, compliance, and administration
- Upholding the highest level of compliance procedures
- Providing an exceptional customer experience, nurturing long-term relationships
- Staying up to date on the latest financial trends
The ideal candidate will have:
- A 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
The successful candidate will receive a competitive salary of R15 000 CTC, plus an attractive commission structure. If sales targets are hit, the candidate can comfortably earn R40 000+ per month.
If you are enthusiastic, self-motivated, and eager to build a long and successful career within our innovative investment firm, please apply and follow the steps outlined below.
The process will be as follows:
1: Apply
2. A representative will then reach out to you and take you through the next steps. These steps are as follows:
3. Submit academic records and conduct an online one-way interview where you answer 6-8 questions.
4. Come in for an in-person interview with the head of sales and distribution
5. Meet the directors and pitch a financial product to the team
6. Contract finalization and signing
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