Broker Development Consultant

SUMMARY:
International Investments Specialist

POSITION INFO:

• Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry – ideally with international exposure
• Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
• Knowledge of economic principles, environment and investment products
• Exposure of the Investments/Sales Environment
• Knowledge of Unit Trusts, Linked Products and Offshore products and investments
• Valid Driver’s License (and own transport)
• Communication and presentation skills (written & verbal)

Responsibilities:

• Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
• Assisting Business Development with administration and product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
• Travelling to and training of Broker’s/IFA’s and their assistants regarding the administration side of investment products and IT systems
• Managing the Broker Database
• Performing and providing analysis for Brokers
• General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
• Telephone enquiries and written communication
• Assistance to Client/Intermediaries with regards any business queries
• Distribution of Marketing Materials i.e. application forms and brochures
• Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)

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