drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand inflows from the IFA/adviser market.
the case is finalized and to maintain contact with IFA or client during this process. This person will need Completeness and accuracy of instruction from client/IFA o Proof of payment or money transfer o FICA requirements off times. . § Attending to queries from clients, IFA's and internal customers and responding to queries queries on time and diligently. § Providing clients/ IFA's with superior levels of service § Maintaining records records of all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of
the case is finalized and to maintain contact with IFA or client during this process. This person will need Completeness and accuracy of instruction from client/IFA o Proof of payment or money transfer o FICA requirements off times. . § Attending to queries from clients, IFA's and internal customers and responding to queries queries on time and diligently. § Providing clients/ IFA's with superior levels of service § Maintaining records records of all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of
platforms. - Have a strong existing network of IFA's, Fund of Funds, Private Wealth & Tied Agency Agency brokers. - Build strong relationships amongst IFA's, Fund of Funds, Private Wealth & Tied Agency portfolios and unit trust funds. A strong network of IFA's, Fund of Funds, Private Wealth & Tied Brokers
investor/IFA market.
Key Responsibilities:
Develop new relationships with IFAs, wealth
serviced contract. Manage the relationship with the IFA and his staff on an on-going basis; by ensuring the
serviced contract. Manage the relationship with the IFA and his staff on an on-going basis; by ensuring the
services/insurance/similar Strong Discovery Product knowledge IFA compliance MINIMUM THREE YEARS SIMILAR EXPERIENCE
services/insurance/similar Strong Discovery Product knowledge IFA compliance MINIMUM THREE YEARS SIMILAR EXPERIENCE
process