Investment Consultant: Intermediary Growth & Partnerships

The Recruitment Council; Sandton; On-site; ZAR 400 000 - 800 000; Full time

Job summary

An exciting opportunity awaits a dynamic Investment Consultant eager to drive business development and client engagement in the financial services sector. This role involves servicing financial intermediaries, building strong relationships, and contributing to strategic product launches. The ideal candidate will possess a solid understanding of the financial landscape, with a proven track record in client engagement and a passion for delivering exceptional customer service. Join a fast-growing company that is reshaping the financial services industry in South Africa, where your contributions will make a meaningful impact and drive success.

Qualifications

• Minimum 7 years of relevant experience in the financial services industry.
• Proven track record in client engagement and business development.

Responsibilities

• Service financial intermediaries and build relationships with distribution partners.
• Engage clients through meetings, events, and conferences.

Skills

Client Engagement

Business Development

Investment Knowledge

Technical Investment Discussions

Communication Skills

Proficiency in PowerPoint

Proficiency in Excel

CRM Systems

Education

Degree in Business

Degree in Finance

Degree in Investments

Tools

PowerPoint

Excel

CRM Systems

Job description

An exciting opportunity awaits a dynamic Investment Consultant eager to drive business development and client engagement in the financial services sector. This role involves servicing financial intermediaries, building strong relationships, and contributing to strategic product launches. The ideal candidate will possess a solid understanding of the financial landscape, with a proven track record in client engagement and a passion for delivering exceptional customer service. Join a fast-growing company that is reshaping the financial services industry in South Africa, where your contributions will make a meaningful impact and drive success.