Broker Consultant

 

Recruiter:

CA Financial Appointments

Job Ref:

52377

Date posted:

Monday, August 9, 2021

Location:

Johannesburg Metro, South Africa

Salary:

Highly Desirable Package + Commission


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
  • Deliver value-add services via the client''s tools offering

Qualifications:

  • Good understanding and experience with Unit Trusts
  • 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
  • Ability to demonstrate excitement and keep a client engaged while presenting company''s story and products
  • 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, portfolio analysis and construction tools
  • Potential opportunity to relocate to the USA

The compensation structure will consist of a salary and commissions based of US assets under management 

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



 

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