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Client Relationship Development Expert
1 week ago
In this role, you will be responsible for driving business growth through strategic partnerships and building strong relationships with financial advisors and other stakeholders.
Key Requirements:- A bachelor's degree in finance, investments, economics, or a related field.
- Minimum 5 years of experience in investment management, investment business development, or a related field.
- Strong understanding of investment products and portfolio management.
- Main Duties and Responsibilities:
- Implement Equilibrium's sales and growth strategy, client investment consulting, and client relationship management.
- Support the Head of Distribution in delivering sales targets by conducting sales activities, client meetings, presentations, and follow-ups throughout South Africa.
