Job title : Broker Consultant and Investment Specialist (Lowveld)
Job Location : Mpumalanga,
Deadline : November 11, 2024
Quick Recommended Links
Minimum Requirements
Qualification:
- Matric.
- Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
- RE5 will be advantageous.
- A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
- CFP and/or CFA level 1 would be advantageous.
Experience:
- At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
- Experience in Life Assurance will be an advantage.
- Discretionary Fund Manager’s and/or multi management experience would be advantageous.
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Technical knowledge about investments, investment industry & trends
- Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
Duties and Responsibilities
Broker Consultant:
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
- Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
- To plan, organise and control liaisons with intermediaries, their managers.
- To ensure continuous improvement of service standards to clients.
- To ensure alignment to Treating Customers Fairly (TCF), in all business practices.
Investment Specialist:
- Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
- Identify and develop strategic partnerships to leverage new opportunities.
- Position PPS Investments as the niche LISP for intermediaries in your region.
- Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
- Provide PPS head office with detailed reporting on leads and opportunities.
- Excellent client services, including proactive response to intermediary needs.
- Supply intermediaries with accurate investment, product, fund, service and investor information.
- Training and developing the intermediary and support staff.
- Supporting investment projects and campaigns, with the ability to deliver investment presentations.
- Participating in investment product implementation.
- Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
- Regular formal report backs to the Area Manager.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Accounting / Financial Services jobs
Apply for job
Related Jobs
Email Me Jobs Like These
New Job Alert
Never miss a chance!
Let us know your job expectations, so we can find you jobs better!
Showing 1–10 of 10 jobs