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
Apply Now