Business Development Consultant

PartnerUp (Pty) Ltd; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

An established industry player is seeking a dedicated professional to support Financial Advisors in business development and para planning. This role involves executing client advisory plans, identifying client opportunities, and enhancing operational efficiencies. The ideal candidate will possess strong communication and interpersonal skills, be self-motivated, and have a solid understanding of the financial services landscape. This position offers a unique opportunity to contribute to the growth of assets under management while ensuring alignment with company goals. If you are action-oriented and eager to develop your career in finance, this role could be the perfect fit for you.

Qualifications

• Bachelor's degree in relevant fields is essential.
• 1-3 years of experience in the Financial Services Industry preferred.

Responsibilities

• Execute client endorsed advisory plans and annual reviews.
• Identify and develop client opportunities in Advisors' practices.
• Assist in business development at client and road show events.

Skills

Communication Skills

Interpersonal Skills

Emotional Resilience

Self-Motivation

Action-Oriented

Technical Proficiency

Education

Bachelor's Degree in Commerce

Bachelor's Degree in Financial Planning

Bachelor's Degree in Finance

Bachelor's Degree in Investments

Tools

Data Analysis Tools

Job description

• Centralised business development and para planning support for Financial Advisors in assistance to the senior BDM.
• Ensuring each Partner supports and executes on the AW endorsed advisory processes.
• Assist in growing Assets Under Management for each Advisor.
• Assist in developing, activating and executing on an Advisor's prospecting plans.

Responsibilities:

• Execute client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors.
• Identifying and developing client opportunities in each Advisors' practice by looking at opportunities in each Advisors client database with the senior BDM.
• Business development activation and assistance at client and road show events.

Usage Statistics and Management Information:

• Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies.
• Compare practices against one another to harness efficiencies and best practices.

Personal and Company Development:

• Assisting Advisors to reach their Advisory model targets and objectives.
• Set goals for the year and ensure that personal training and development takes place.
• Ensure alignment to company development.
• Fulfilling operational responsibilities.
• Good communication skills, both written and verbal.
• High reporting standard.
• High client service orientation.
• Technical and IT proficient; need to be comfortable configuring systems and analysing data.
• Ability to effectively influence and persuade others.
• Strong interpersonal skills.
• Emotional resilience.
• Self-motivated to ensure personal and professional improvement.
• Action-oriented and takes initiative.

Qualifications and Experience:

• Appropriate tertiary qualification (Bachelor's Degree in Commerce, Financial Planning, Finance, Investments preferable).
• Preferred 1-3 years' experience in the Financial Services Industry.