Partnerships Development Manager

3 weeks ago

Cape Town, Western Cape, South Africa Currency Partners Full time
Job Description:

This role will report to the Regional Manager and act as a support to the Business Consultants who focus on the Wealth sector.

As a Partnerships consultant, you will have a focus on servicing our Partners to an exceptionally high standard.

The ideal candidate will be a motivated and detail-oriented support specialist to provide administrative and operational support to the Distribution Team.

Key Responsibilities:

  • Support the Business Consultants with Partner queries relating to processes, or the status of their clients' transactions.
  • Assist with the Partner month-end administration.
  • Keep CRM up to date by updating notes accurately on interactions with Partners, maintaining and proactively updating contact information, performing ongoing remediations to ensure data integrity, and logging meetings held with Partners and notes regarding what was discussed in the meetings.
  • Assist with partner event planning and marketing material for BC meetings or events.
  • Build a comprehensive knowledge of FX sales, systems, and processes.
  • Regularly visit our partners for training, process updates, and relationship management.
  • Proactively set up meetings with partners as per the quarterly requirements.
  • Attend meetings with Business Consultants to build good relationships with key partners.
  • Maintain a good working relationship with support teams across the business to ensure that the client is offered the best possible service.
  • Assist with booking meetings with existing Partners where Business Consultants need to attend a meeting with the Partnerships Consultant.

Requirements:

  • Adhering to good practice, ethical principles, and values.
  • Ambitious self-starter who will be able to deliver results.
  • Takes ownership of learning and development.
  • Determined, positive attitude that will rub off on your colleagues and business prospects.
  • Superior relationship building skills.
  • Excellent oral and written communication skills are crucial.
  • Excellent time management skills and ability to prioritise and multi-task in a fast-paced environment.
  • Supportive of change initiatives and able to adapt to new information or processes.
  • Bilingual in English and Afrikaans would be advantageous.

Qualifications:

  • Minimum qualification – Matric & degree.
  • A relevant business qualification would be helpful.
  • FAIS compliant qualification, or willing to work towards obtaining FAIS compliance.

Experience:

  • Sales experience in the Wealth industry would be advantageous.
  • An understanding of the Wealth and Asset Management industry would be advantageous.
  • Entrepreneurial experience would be advantageous.

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