Financial Markets Specialist

3 weeks ago


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

At iGrow Wealth Investments, we're seeking a skilled Financial Markets Specialist to play a vital role in our Cape Town team.

Duties and Responsibilities:

  • Consult with investors to obtain financial information for affordability assessments and bond applications.
  • Complete and submit applications to financial institutions via the DealMaker system.
  • Follow up with banks on submitted applications and provide regular feedback to clients.
  • Motivate declined applications, perform rate appeals, and ensure the best possible outcome.
  • Ensure sale agreements are signed correctly within specified times and applications granted are taken to 'done deals' within specified times.
  • Assist with updating spreadsheets and perform ad-hoc bonds and administration duties as needed.

Requirements:

  • Minimum 2 years of experience as a Bond Administrator or Bond Consultant.
  • Active working knowledge in the same or similar role.
  • Great communication and telephone etiquette skills.
  • Able to work in a team and under pressure in a fast-paced environment.
  • Excellent time-management skills and a well-presented appearance.
  • Experience with the DealMaker system.


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