Key Business Development Financial Services Expert

6 days ago

East London, Eastern Cape, South Africa The Recruitment Council Full time
Job Description

This leading Asset Manager is seeking a skilled Junior Financial Advisor to join their team in East London. As a key member of the business, you will contribute significantly to the company's overall profitability by assisting advisory partners with supporting documentation and compliance requirements for existing and new clients.

You will need to possess a good understanding of administrative systems to secure new business opportunities. Your role will involve interacting with high-profile clients across diverse demographics, tapping into networks, and creating leads and potential clients.

Key Responsibilities
  • Contribute to the overall profitability of the business by providing exceptional client service and ensuring compliance with regulatory requirements.
  • Build trusting relationships with new and prospective clients through strategic involvement and suggestions to grow the business.
  • Identify new clients for the company and initiate further referrals from existing clients.
  • Ensure constant business development by attracting new business, leads, and top-ups from existing clients.
  • Provide financial roadmaps and investment solutions to manage clients' wealth effectively.
  • Initiate prospecting events to support business inflows by building quality relationships with clients.
Requirements
  • Certified Financial Planner designation or in the process of acquiring it.
  • Postgraduate diploma in financial planning with board exam or in the process of acquiring it.
  • RE exams.
  • Class of business and product training.
  • CPD points – continuous and registration FPI.
  • All regulatory and legislative training.
  • Active engagement/attendance of all internal training.
  • Aptitude for figures.
  • Writing skills.
  • Influencing skills.
  • Conceptual thinking skills.
  • Interpersonal understanding.
  • Good presentation skills.
  • Effective stress management.
  • Multi-focused – Planning and Management.
  • Output driven mindset with strong communication skills.
About Us

The Recruitment Council is committed to delivering exceptional recruitment services that meet the needs of our clients and candidates. We are dedicated to finding the best talent for our clients and helping them achieve their business goals.

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