Investment Specialist Capital Raiser/financial Consultant
Job Description
WILL ONLY CONSIDER INDIVIDUALS WITH A 3 YEAR DEGREE. DO NOT APPLY IF YOU DO NOT HAVE A DEGREE AS YOU WILL NOT BE CONSIDERED.
This Role is mainly a sales and capital raising role:
The key duties you will have is as follows:
- Absorb information on complicated investment products, and be able to relay this information and answer any questions on it to clients and prospective clients.
- Actively seek out new investors through lead generation, networking, and marketing
- Develop relationships with prospects and clients, understanding their needs to propose suitable investment solutions.
- Ensure the achievement and exceedance of sales goals set by the business.
- Help with ad hoc tasks in the office such as due diligence, compliance and administration
- Uphold the highest level of compliance procedures.
- Provide an exceptional customer experience, nurturing long-term relationships
- Stay up to date on latest financial trends
Bachelor's degree in Commerce, Finance, Marketing, or a related field.
Post graduate studies advantageous
Good network very advantageous
Proven sales experience (Not necessary, but preferred)
Excellent communication skills.
Proficient in Microsoft Excel, Word, and PowerPoint.
Own a car and be willing to travel.
Passionate about finance and investing
Sophistication and class - Must be able to dress well and present yourself in a classy manner
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Job Detail
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Job IdJD1266475
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSandton, Johannesburg, South Africa
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EducationNot mentioned