We focus on building long-term wealth for our clients. For South African clients we only focus on their offshore investments.
We are looking for a Business Development and Client Relationship Executive who can take over, manage and grow an existing book of South African clients primarily in KwaZulu-Natal e region. You will be reporting directly to the MD in London. The successful candidate needs strong knowledge of financial markets and must be able to build and maintain long term relationships with both private clients and financial advisors.
Job description will include but not be limited to:
- You will be required to be a client-oriented individual who is keen to use their knowledge of financial markets to share product and market knowledge with financial advisors and direct private clients;
- You will be required to build and maintain strong client relationships;
- You will be responsible for client visits, potentially including presentations to groups of clients (sometimes accompanied by an investment manager)
- You will be responsible for growing assets from existing clients and new clients and;
- You will be required to pro-actively analyse client's businesses to determine suitability of company solutions for their requirements;
Core competencies required, but not limited to:
- You have investment knowledge gained through working experience in the investment industry;
- You have excellent "selling skills";
- You have superb relationship / people skills;
- You have honed presentation skills;
- You have service and sales orientation skills;
- You have excellent communication (verbal and written) skills in English.
Please note: Only candidates being considered will be contacted
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