Wealth Investment Specialist

12 hours ago


Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

iGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.

Key Responsibilities:

  • Prepare weekly reports on sales performance, including sales for the week, total consultations booked vs occurred, and strike rate.
  • Provide management and strategist with detailed reports on client consultations, including status of open vs lost consultations and reasons.
  • Schedule client meetings and manage calendar, ensuring that the strategist's diary is always full.
  • Responsible for preparing documents for client meetings, especially review meetings, and updating CRM (Zoho) with notes on the meeting and schedule next activity/meeting with the client.
  • Answering phone calls and emails, handle client queries, and give feedback.
  • Daily meeting with Strategist to give feedback on daily activities and following up with clients on any outstanding documents.

Requirements:

  • A minimum of a matric certificate, with tertiary education being advantageous.
  • Excellent time management and organizational skills, with the ability to meet deadlines.
  • Strong verbal and written communication skills, with proficiency in Excel.
  • Ability to multitask, problem-solve, and make decisions.
  • Proactive and self-directed, with excellent interpersonal skills and telephone etiquette.

Salary: R 250,000 - R 300,000 per annum, depending on experience and qualifications. If you are a motivated and detail-oriented individual who is passionate about property investment, please submit your application.



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