Financial Markets Specialist
3 weeks ago
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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