Investment Advisor Relations Executive

Stonebridge Hr Solutions; Cape Town; On-site; ZAR 520,000 - 760,000; Full time

Job summary

Stonebridge Hr Solutions is assisting a JSE-listed FinTech company in Cape Town to appoint a Business Development Executive focused on growing the retail investment business through financial advisor engagement and relationship management. The role requires a BCom or similar degree, minimum 3 years in BDE within investments/financial services, RE5 mandatory, and CFP qualifications are advantageous.

Strong communication and organizational skills with a valid driver’s license and own transport are

Qualifications

• Customer-focused professional with strong client engagement and relationship-management skills.
• Experience in investments/financial services industry.
• RE5 is mandatory and CFP qualifications are advantageous.

Responsibilities

• Develop and maintain strong working relationships with financial advisors.
• Follow up on advisor requests and queries promptly and ensure service standards are met.
• Present the benefits of the company’s offering to advisors.
• Collaborate with internal departments to deliver excellent customer service.
• Keep up to date with competitor products and service offerings.

Skills

Relationship management

Advisors engagement

Presentation skills

Customer service mindset

Interpersonal skills

Own transport

Education

BCom or similar degree

RE5 certification

CFP qualifications advantageous

Job description

Stonebridge Hr Solutions is assisting a JSE-listed FinTech company in Cape Town to appoint a Business Development Executive focused on growing the retail investment business through financial advisor engagement and relationship management. The role requires a BCom or similar degree, minimum 3 years in BDE within investments/financial services, RE5 mandatory, and CFP qualifications are advantageous.

Strong communication and organizational skills with a valid driver’s license and own transport are