Business Development And Investment Executive
Sandton, GP, ZA, South Africa
Job Description
Responsibilities
Client Relationship Management
: Building and maintaining strong relationships with clients to understand their financial goals and investment needs.Investment Strategy Development
: Assessing financial markets and recommending investment opportunities tailored to client objectives.Strategic Planning
: Developing and implementing marketing strategies to increase revenue and cut costs.Portfolio Management
: Creating and managing investment securities portfolios optimized for each client using asset allocation principles.Financial Advisory
: Providing expert advice on equities, bonds, annuities, and other financial products.Market Research & Analysis
: Staying updated on financial trends, conducting research, and analyzing market conditions to make informed investment decisions.Sales & Business Development
: Encouraging clients to invest in profitable opportunities and cross-selling financial products.Compliance & Reporting
: Ensuring adherence to financial regulations and preparing internal reports for tracking investment performance.Job Type: Temporary
Application Question(s):
Do you have MBA or Chartered Accountant qualification?
Location:
Sandton, Gauteng 2196 (Required)
Work Location: In person
Application Deadline: 2025/05/15
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Job Detail
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Job IdJD1438548
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSandton, GP, ZA, South Africa
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EducationNot mentioned