Investment Consultant (Pretoria)

About

Description

The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Responsibilities

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Qualifications

• 3-year BCom degree in the following fields: Business Management, Investments (essential)

Application instructions:

• Click on the green button to apply.