Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!

Responsibilities

Prospect potential clients for the services offered by Wealth Managers
Generate leads and refer to relevant advisors
Work with managers to support their business model.
Contact prospective clients to ascertain the relevance of the services offered.
Maintain the highest levels of administration, completing client documents in the parameters of the compliance department.
Learn and develop an understanding of the business and services.
Meet outlined targets set by the consultant and team leaders.
Contact clients when requested and communicate any changes or concerns to the consultant
Attend all meetings held by Managers and Service Providers.
Drafting and sending correspondence to clients and external providers.
Resolving ad hoc client queries and internal administration requests, as these arise.
Liaising with Private Wealth Managers to ensure the accuracy of documentation and tracking of leads (execution and issued)

Requirements

Senior Certificate, Matric, post Matric advantageous Certifications
Regulatory Representative Certification (RE5) (Advantageous)
Excellent Communication Skills
Strong Administrative Skills
Financial Industry Background preferable
Good Interpersonal Skills 2 - 3 years working experience

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.

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