Broker Consultant
Cape Town South Africa, Western Cape, Sudáfrica
3d ago
source : jobomas

An exciting opportunity has become available for a Broker Consultant within the Fintech Asset Management industryhis role will focus on the relationship management and client deal facilitation of new US-based clientsp>

  • Responsibilities : Educating and advising new and existing clients on investment opportunities through multiple channels no cold calling requiredWork with global marketing divisions to qualify leads and assess fitOversee the business development process;
  • discovery, demos, solution creation, contract and negotiationEngage with portfolio managers and strategic economists on strategic and tactical asset allocationsFacilitation of the growth of client products and investment opportunitiesManage and nurture a pipeline of leads and close new businessIncrease assets through upselling, cross selling and managing churnArticulate product offering and offer support to clientsDeliver value-add services via the client''s tools offeringQualifications : Good understanding and experience with Unit TrustsAbility to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplaceStrong experience with social mediaExcellent written, verbal and presentation skillsAbility to demonstrate excitement and keep a client engaged while presenting company''s story and productsBComm Finance or Investment Management or equivalent and RE1 / RE5 qualification preferredWillingness to work US hours 1pm-9pm CATFull training will be provided on the company''s investment products, portfolio analysis and construction toolsPotential opportunity to relocate to the USAThe 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

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