Candidate with B.Com (Finance/Investment) degree and/or CFP and minimum 1-2 years relevant Investment Industry/platform experience required to start asap. You will be responsible for new business development and expand FA panel.

Your sales personality and ability to network are essential for this position.

Minimum requirements:
• B.Com (Finance/Investment) degree and/or CFP essential
• Minimum 1-2 years experience within the investment environment
• Investment platform experience and/or fund management experience essential
• Fully bilingual – English & Afrikaans essential
• Excellent understanding of business administration and legal processes essential

Responsibilities:
• Achieve sales targets on various strategies – Multi Manager, Asset Management and other investment platforms
• Sales – at least 4 visits per day with Advisers
• Monitor feasibility of new business
• New business development – Advisor liaison relationship building
• Brand building and networking
• Manage enquiries on products and services
• Internal client relationships
• Control rejection rate %
• Daily online submissions through training and support on the online operational business processes
• Develop business plan and strategy
• Reports on activity
• Business retention
• Training of Advisers and their assistants