Financial Partnerships Specialist

Bebeeinvestment; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading investment firm in Pretoria is seeking an Investment Consultant to develop strategic partnerships with financial advisors. Key responsibilities include engaging clients to tailor solutions, analyzing market trends, and providing top-tier service. The ideal candidate possesses excellent communication skills and a proven track record in building partnerships. This role offers competitive compensation and growth opportunities in a dynamic environment.

Benefits

Opportunity to work with a leading organization in the industry

Chance to develop and grow your career in a dynamic role

Competitive compensation and benefits package

Responsibilities

• Engage with clients to understand their needs and provide tailored solutions.
• Develop and maintain strong relationships with financial advisors.
• Analyze market trends and identify opportunities for growth.
• Provide first-class service and support to clients and advisors.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem-solving abilities

Ability to work in a fast-paced environment

Proven track record of building successful partnerships

Job description

Role Overview :

The Investment Consultant develops strategic partnerships with financial advisors to drive business growth.

A deep understanding of markets, products, and sales strategies is crucial for success.

Strong relationships with advisors are built on mutual engagement, service excellence, and continuous improvement.

Key Responsibilities :

• Engage with clients to understand their needs and provide tailored solutions
• Develop and maintain strong relationships with financial advisors
• Analyze market trends and identify opportunities for growth
• Provide first-class service and support to clients and advisors

Requirements :

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work in a fast-paced environment
• Proven track record of building successful partnerships

What We Offer :

• Opportunity to work with a leading organization in the industry
• Chance to develop and grow your career in a dynamic role
• Competitive compensation and benefits package