Business Development Support Associate - EE (Cape Town/ JHB)

SUMMARY:
Purpose of job Manages the implementation of activities across the five streams of the Practice Development strategy for Our Client’s investment advisory businesses Job location Based in JHB or CPT

POSITION INFO:

Job Specifications;

Reports to Business Development Manager

Job location Based in JHB or CPT

The 5 streams and activities are

Broadcasting – Project manage seminars, speaking, proprietary research, and publication of articles/advertorials

Nurturing – Request For Proposal (RFP)/tender submission for existing clients

Courting – RFP/tender submission for targeted, prospective clients 

Superpleasing – Management of relationship building and customer service activities with existing clients

Listening – Logistic, marketing, and admin support of meetings with executives and influencers at existing clients where concerns/opportunities/market trends are identified

Production of Request For Proposal (RFP)s 

Assist in maintaining the company’s online Content Chooser library and PD Knowledge Centre

Assist in proofreading and editing documents, presentations and other written communications

Available to work hours (outside of 9 to 5) as occasionally required to meet deadlines Client Relationship Management support

Track, feedback and record “pipeline” opportunities in CRM system, Hubspot

Research and maintain a database of existing and prospective Accounts and Contacts in Hubspot

Run regular Opportunity, Activity and Campaign reports in Hubspot to measure PD activities in real-time for the Manco

Event management of Our Client hosted events, conferences and industry event.

Manage marketing campaigns, attendee/RSVP lists

Event logistics

Drive marketing, collateral, branded gift, etc needs for event Key competencies Technical skills

Comfortable using web-based software and systems, and quick to learn new technology/systems

Minimum Requirements;

Candidate can be based in JHB or CPT

Qualifications Financial BCom or relevant degrees recommended

EE Requirements

3-5 years previous working experience

Work experience as Personal Assistant, Event Coordinator, Marketing associate, project manager advantage 

Excellent project management and administration skills

Excellent communication skills (both written and verbal)

Excellent grasp of the English language (reading and writing)

Basic understanding of financial services and asset management

Understanding of retirement industry and financial services market

Skilled in creating, editing, and promoting content

RFP production and tender experience

Advanced proficiency in MS PowerPoint and Word formatting, and have Excel experience

Motivated by producing excellent work under tight deadlines • Willingness to occasionally work odd hours (i.e. early mornings, late nights) to meet deadlines • Ability to work individually, and as part of a team, with a client-centric attitude • Highly creative and an excellent writer

Process-driven, organised, a self-starter

Detail-focused and self-managed

Excellent at listening, questioning, and responding to gained information 

Comfortable working in highly flexible, entrepreneurial environment

Inspired by networking and meeting and talking to new people Financial industry – (nice to have)

Investment knowledge: good technical understanding of financial markets, asset classes, investment vehicles, the consulting process

Knowledge of retirement fund, medical aid and various investment-related regulatory and legislative environment 

Kindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position and this information may be shared with the relevant stakeholders in the business.

Please note that only shortlisted candidates will be contacted. Should you not have heard back within a two-week period, please assume that your application was unsuccessful.

All job postings are in accordance with our Client''s BEE requirements. Please only send certificates when requested to do so.

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