Job Description

Closing Date 2023/09/20
Reference Number MMH230619-9
Job Title New Business Lead and Client Retention Consultant - Momentum Securities
Position Type Permanent
Role Family Sales
Cluster Momentum Securities
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
Introduction

Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including ;traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio,full-service stockbroking service into all of the frontier markets of Sub-Saharan Africa and specialist research integrating both a macro and micro market view.
Role Purpose

The purpose of the New business lead consultant role is to support the growth and acquisition strategy by focusing on sourcing clients and ensuring client.
Requirements

Qualifications:

• Grade 12

• Bcom related degree

• JSE Traders exam (added advantage)

• Willingness to study towards JSE traders exam to familiarize with the market.

Experience:

• 3-5 years financial services industry experience and in a similar role.

• Experience in marketing financial products to the momentum brokers channels or related.

• Experience in marketing financial products to the momentum brokers channels or related.

• Network of contacts in the channels.

• Minimum 1-2 years in the industry

Duties & Responsibilities

New business lead and Client Retention

• Drive a new business acquisition strategy amongst MFP et al channels, to market the MS offering.

• Drive a new business strategy amongst independent (not Momentum) brokers to introduce the MS offering.

• Drive a new business strategy for direct, high net worth clients.

• Usage of platforms such as LinkedIn.

• Co-ordinate client proposals.

• Guide on-boarding of new clients.

• New account opening admin.

• Source of new clients.

Adhoc trading execution

• Executing orders based on the investment portfolio model for fully managed and advisory portfolio clients

• Timeous and efficient updating of the allocation spreadsheet

Competencies

• Seizing opportunities : Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.

• Interacting with people : Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.

• Generating ideas : Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions.

• Examining Information : Analyses and processes information; asks probing questions; strives to find solutions to problems.

• Articulating information : Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.

• Convincing people : Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan