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Business Development Consultant

1 week ago

Sandton, South Africa The Recruitment Council Full time

This leading Asset Manager seeks a Financial Advisor Liaison Consultant to join their Customer Services team.

Key Responsibilities:
  1. Manage workflow of work items (instructions, queries, requests)
  2. Resolve rejections via email or telephonic
  3. Manage exceptions of internal and external stakeholders
  4. Log and resolve queries. Provide feedback on relevant queries as needed
  5. Handle all inbound calls from IFA's, their assistants, and our administration office
  6. Collaborate with IFA's and relevant stakeholders
  7. Submit, track, and give feedback on instructions to Advisors and Advisor Assistants
  8. Maintain agreed upon turnaround times for administrative tasks
  9. Attend regular team meetings
  10. Understand changing servicing needs of Advisors
  11. BUILD STRONG RELATIONSHIPS WITH INTERNAL AND EXTERNAL STAKEHOLDERS
  12. Support brokers / broker assistants and train their staff
Qualifications:
  1. A business-focused degree
  2. RPE/CFA/CFP advantageous
  3. Matric qualification with passed core mathematics and English
Experience:
  1. Minimum 3 – 5 years relevant industry experience
  2. Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds essential
  3. Excellent understanding and navigation of IAM systems
  4. Proficient in Microsoft Office Package
  5. Excellent business writing skills
  6. Business Afrikaans (reading, writing, speaking) an advantage
Essential Attributes:
  1. Ability to build and maintain meaningful relationships
  2. Driven by results
  3. Recognise career growth is driven by the individual
  4. Ability to analyse, interpret and assimilate information

In this role, you will be working closely with Financial Advisors, their assistants, and other stakeholders to provide exceptional support and service.