Broker Consultant

Recruiter:

CA Financial Appointments

Job Ref:

52377

Date posted:

Tuesday, May 18, 2021

Location:

CapeTown, South Africa

Salary:

Highly Desirable Package

SUMMARY:
An exciting opportunity has become available for a Broker Consultant within the Fintech (Asset Manag

POSITION INFO:

An exciting opportunity has become available for a Broker Consultant within the Fintech (Asset Management) industry. This role will focus on the relationship management and client deal facilitation of new US-based clients.

Responsibilities:

Educating and advising new and existing clients on investment opportunities through multiple channels (no cold calling required)
Work with global marketing divisions to qualify leads and assess fit
Oversee the business development process; discovery, demos, solution creation, contract and negotiation
Engage with portfolio managers and strategic economists on strategic and tactical asset allocations
Facilitation of the growth of client products and investment opportunities
Manage and nurture a pipeline of leads and close new business
Increase assets through upselling, cross selling and managing churn
Articulate product offering and offer support to clients

Qualifications:

Good understanding of Exchange Traded Funds (ETF''''s) and SMA''''s
Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace
Strong experience with social media
Excellent written, verbal and presentation skills
BComm Finance or Investment Management or equivalent and RE1 / RE5 qualification preferred
Willingness to work US hours (1pm-9pm CAT)
Full training will be provided on the company''''s investment products and portfolio construction tools
Potential opportunity to relocate to the USA

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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