Business Development Consultant - Wealth

Recruiter:

CA Financial Appointments

Job Ref:

54635

Date posted:

Tuesday, April 30, 2024

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to s

POSITION INFO:

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!

Responsibilities

Prospect potential clients for the services offered by Wealth Managers
Generate leads and refer to relevant advisors
Work with managers to support their business model.
Contact prospective clients to ascertain the relevance of the services offered.
Maintain the highest levels of administration, completing client documents in the parameters of the compliance department.
Learn and develop an understanding of the business and services.
Meet outlined targets set by the consultant and team leaders.
Contact clients when requested and communicate any changes or concerns to the consultant
Attend all meetings held by Managers and Service Providers.
Drafting and sending correspondence to clients and external providers.
Resolving ad hoc client queries and internal administration requests, as these arise.
Liaising with Private Wealth Managers to ensure the accuracy of documentation and tracking of leads (execution and issued)

Requirements

Senior Certificate, Matric, post Matric advantageous Certifications
Regulatory Representative Certification (RE5) (Advantageous)
Excellent Communication Skills
Strong Administrative Skills
Financial Industry Background preferable
Good Interpersonal Skills 2 - 3 years working experience

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

Similar jobs you might be interested in:

Business Development Consultant
Location: Johannesburg
Salary: R15000 per month + uncapped commission
business Developer
5 days ago

Business Development Consultant
Location: Pretoria
Salary: 360 000
Lexdan Select is assisting a Payments company with their search for a business development consultant, based in Pretoria, Gauteng.
7 days ago

Business Development Consultant - Wealth
Location: Pretoria
Salary: Market related
Join my successful client in the wealth Industry to follow up on leads from the wealth Managers to s
21 days ago

New Business Development Consultant (Sales Executive)
Location: Johannesburg
Salary: Monthly
A client in the software development space is looking for a hunter to join their team and drive new sales, breaking barriers and not taking 'no' for an answer.
27 days ago

Business Development Consultant
Location: Pretoria
Salary: 25 000
business development consultant, Gauteng and Cape Town, working remotely, R25 000 - R30 000 pm plus benefits and commission.
5 days ago

Business Development Manager
Location: Johannesburg
Salary: Negotiable
Our client is looking for a business development Manager, responsible for searching and exploring bo
Today

Business Development Manager
Location: Pretoria
Salary:
3 days ago

Senior Account / New Business Development Manager - Personal / Homecare / Autocare Raw Materials
Location: Johannesburg
Salary: Monthly
An international leading speciality silicone manufacturer requires the above to manage key accounts as well as develop new business managing and overseeing the sales of raw materials into the personal, homecare and autocare manufacturing industries.
4 days ago

New Business Development Specialist (Mining)
Location: Pretoria
Salary:
A well-established Professional Services Consulting company focused on the engineering mining industry, is looking for a business development Specialist to provide a top-quality service to colleagues and clients alike, while maintaining professionalism and living by the company’s values. The successful incumbent will be responsible for making project and task specific decisions as delegated ...
4 days ago

Business Development Executive – Property Software
Location: Pretoria
Salary: R 25 000 to R 35 000 per month
business development Executive – Property Software
4 days ago