Graduate / Business Development Support (Investments)

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.