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.

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Graduate / Business Development Support (Investments)

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