Broker Consultant
- Employer
- CA Financial Appointments
- Location
- City of Johannesburg (JHB), Gauteng (ZA)
- Salary
- Negotiable
- Closing date
- Sep 23, 2021
View more
- Job Role
- Management Consulting/Services
- Sector
- Fintech
- Contract Type
- Permanent
- Hours
- Full Time
Job Details
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
Requirements:
- 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
Company
Founded in 1997 by Pete Whitehouse, CA Financial Appointments has grown to be well known in the industry as one of the largest and oldest specialist financial recruitment agencies in the Western Cape, with a reputation for identifying exceptional talent that supports corporate culture, leadership styles and team dynamics. CA Financial Appointments operates with unwavering ethics, with consultants that are highly experienced, well networked and extremely knowledgeable. Our newworld approach to recruitment, combined with communication technology available to the industry, allow us to efficiently service our clients across the entire country.
As part of ADvTECH, a resourcing and education group that boasts the largest number of specialist financial recruiters under their helm, we are able to leverage the network, knowledge and skills of numerous partner agencies in order to provide our clients’ with the best possible solution to their recruitment needs.
Our core business is the attraction, selection and placement of finance staff for our clients. We provide specialized recruitment services to our clients out of two divisions within the business – Financial Services and Commercial Finance. Each division is manned by consultants and researchers with advanced knowledge of the industries into which they recruit. Each arena is clearly defined within our business and serviced according to the unique client and candidate requirements associated with each. Staff members are selected for their specialist knowledge which enables them to make informed decisions regarding the suitability of candidates for each position based on experience, client culture and qualification. Consultants gain integral knowledge of the clients and industries in which they recruit, thus enhancing service delivery. We operate in both the permanent and the contractual recruitment arenas and are able provide Temporary Employment Services to our clients.
CA will endeavour at all times, to hold our clients’ business, principles and unique culture in the highest regard and strive to place both permanent and contracted candidates within our clients’ organisation, that will not only thrive, but have a continued positive impact on the business.
Our vision:
To become the most highly recognised financial recruiter in South Africa.
In order to make this a reality:
- We will operate in an environment of unquestionable ethical qualities
- We will bring job satisfaction, opportunities for learning, growth and personal financial stability to all associated with CA Financial Appointments
- We will facilitate the efficiency of financial performance and control for our customers, by providing permanent and temporary financial human resources of the highest quality
A common theme of the above mentioned objectives are the value our solutions create for our clients and candidates, and unquestionable ethics.
CA Financial Appointments engages with all clients based on value and the measurement thereof. By measuring performance to agreed deliverables a sustainable partnership can be built.
- Website
- http://ca.co.za/
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