Graduate / Business Development Support (Investments)

Recruiter:

J.A.Z Recruitment

Job Ref:

BDS

Date posted:

Thursday, August 25, 2022

Location:

helderberg, Western Cape, South Africa

Salary:

Market Related Salary

SUMMARY:
This role will focus on administrative tasks and client communication to provide a level of technical support to the business development project team in converting clients to the Licensee Directed Solution.

JOB DESCRIPTION:

You will form part of a project team designed to develop/retain client relationships by converting clients that no longer use the service of a financial advisor or do not have an appropriate investment direction, to an appropriate product solution designed for such circumstances. In addition, the candidate will work with the operational divisions to convert pension funds where contact has been lost with a client, to specialist solutions.

The candidate must have the aptitude to grasp and understand technical concepts on product and administrative matters, as they will ultimately be providing guidance and training in respect of these.

Key duties and responsibilities:

All admin duties in converting clients to the licensee directed solutions
Liaise with clients and assist them in converting to licensee directed solutions where the client opts for it – this includes orphaned, direct, or dormant clients
Assist the team to manage a programme to covert specific groups of clients to licensee directed solutions
Build good internal relationships with other areas of the business
Have a fundamental understanding of investment principles
Stay abreast of all matters pertaining to company products and services
Continually look to improve processes and address/raise issues that need attention
Work proactively with other business functions and stakeholders
Daily monitoring of projects and cases in progress with proactive follow-up

Competencies:

Motivated
Good admin ability
Organised and disciplined
Ability to grasp technical concepts easily
Self-starter
Good communication skills
Take responsibility
Willing to learn
Client focused

Requirements:

Relevant experience advantageous
Degree or Diploma in Commerce, Finance or Investments

To apply, submit a detailed copy of your CV and qualification to: j.a.z.recruitment.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

CONSULTANT - Transport & Infrastructure (Cape Town)
Location: Cape Town
Salary: Market related
CONSULTANT - Transport & Infrastructure (Cape Town) Competitive Salary Package on Offer! A profess
5 days ago

Junior Fintech and AI Analyst
Location: Cape Town
Salary:
25 days ago

Accountant
Location: Stellenbosch
Salary:
Our client, based in Stellenbosch, Cape Town, is seeking a skilled Accountant to join their team. The ideal candidate will hold a relevant post-graduate qualification in Finance or Accounting, with completed SAIPA/SAICA articles or at least 3 years of relevant experience. Strong knowledge of financial systems such as Sage, Xero, and Pastel Partner is required. Experience within the property develo...
5 days ago

Accountant
Location: Stellenbosch
Salary:
Our client, based in Stellenbosch, Cape Town, is seeking a skilled Accountant to join their team. The ideal candidate will hold a relevant post-graduate qualification in Finance or Accounting, with completed SAIPA/SAICA articles or at least 3 years of relevant experience. Strong knowledge of financial systems such as Sage, Xero, and Pastel Partner is required. Experience within the property develo...
4 days ago

KEY ACCOUNT MANAGER
Location: Northern Suburbs
Salary:
KEY ACCOUNT MANAGERNORTHERN SUBURBS, CAPE TOWNR35 000 CTC PER MONTH DEPENDING ON EXPERIENCE
64 days ago

Wealth Manager
Location: Capetown
Salary: Market Related
Wealth Manager
64 days ago

Job Description - Credit Risk Analyst – Leading Retailer - Cape Town City Centre - Hybrid
Location: Capetown
Salary: Cost to company of around R800 000 per annum very flexible depending on current earnings, experience and job fit etc
Job Description - Credit Risk Analyst – Leading Retailer - Cape Town City Centre - Hybrid
62 days ago

Job Description - Risk & Analytics Manager – Leading Retailer – Cape Town City Centre - Hybrid
Location: Capetown
Salary: Cost to company of around R1 400 000 per annum very flexible depending on current earnings, experience and job fit etc.
Job Description - Risk & Analytics Manager – Leading Retailer – Cape Town City Centre - Hybrid
62 days ago

Junior Project Finance Analyst
Location: Cape Town
Salary:
Are you a driven finance graduate or junior finance professional looking to build a career in project finance and investment analysis?We are seeking a Junior Project Finance Analyst to join a dynamic and fast-paced team. This is an excellent opportunity for someone who is analytical, detail-oriented, and eager to gain exposure to project structuring, financial modelling, and investment decision su...
11 days ago

IT Governance Specialist
Location: Cape Town
Salary:
Purpose of the Role:Reporting to the Head of business Technology, the IT Governance Specialist is responsible for designing, implementing, and overseeing IT governance frameworks to ensure seamless alignment between IT strategies and business objectives. This role is essential for maintaining regulatory compliance, managing IT risks, and standardizing processes across the organization
20 days ago

Graduate / Business Development Support (Investments)

Similar jobs you might be interested in:

Create a free job alert for Graduate / Business Development Support (Investments) in helderberg, Western Cape

Jobseekers

Recruiter

General