Investment Consultant (Broker Consultant) - KZN

Candidate Connect

Durban, KwaZulu-Natal
Permanent
Full-time

18 days ago

Great opportunity to join an Asset Manager, as a Retail Investment Consultant. The purpose of this role is to maintain and grow a network of IFA’s in KZN.This role is based in Durban, and involves traveling to the broader KZN area.Key responsibilities include:

Relationship management: maintain existing relationships as well as identifying and developing new relationships with Financial Advisors (FAs)
Ongoing training, effective marketing and pro-active promotion of company and its products to FAs
Creating value-adds to your FAs business: gain an understanding of your FAs’ business practices to ensure cross-selling opportunities are identified and the correct marketing approach is taken.
Achieving targets, and conducting flow analysis to understand your FA database, analyse trends and identify opportunities.
Events and collaborations
Business management:

Provide weekly feedback to the team
Plan appointments and locations effectively
Monthly call reports
Quarterly feedback presentation and flows analysis
Management of Road show set-up and collation of attendance (invitations and RSVP follow-ups)
Compiling lists of relevant FAs for functions and gifts

Core requirements include:

Relevant degree in Commerce (Economics / Finance / Business Science)
RE1 + RE5
3-5 years' experience in Investments, with at least 2-3 years experience in face-to-face client/advisor interactions
Experience in actively managing an Advisor database
Required to travel (own car and driver's license)
Relationship building, collaborative nature and resilience are key competencies

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