A great opportunity exists for a self-motivated and service-orientated Business Development Specialist looking to grow alongside this fast-growing company.
The successful candidate will work with an energetic team of industry professionals including working closely with the financial advisory and operations team.
The Business Development Specialist will be responsible for contacting potential clients to offer our clients wealth management services in support of the company’s generation of new business within a fast-paced environment.
Qualifications, Experience & Skills:
• 1-2 years’ experience within the financial services industry
• International exposure would be preferred
• Proven sales track record
• Matric certificate
• Computer literacy (MS Word, Excel, Outlook – intermediate)
• Excellent communication skills (verbal and written)
Competencies:
• Ability to maintain high levels of professionalism and confidentiality
• Accuracy and attention to detail
• High stress tolerance
• Information gathering and monitoring
• Client service orientation
• Teamwork
• Proactive and self-motivated
• Problem-solving ability
Personal Attributes:
• High level of professionalism and confidentiality
• Self-managed
• Able to thrive in a high pressure, fast paced environment
• An unquestionable work ethic
• Excellent judgement, interpersonal and decision-making skills
Responsibilities:
• Learn and develop an understanding of the business and service offering
• Research and source potential prospective clients
• Prospect potential clients for the services offered
• Schedule appointments for Private Wealth Manager
• Follow up on potential prospects
• Diary management
• Provide exceptional client service by maintaining the client relationship
• Meet outlined targets set by the Private Wealth Manager
• Be professional at all times as a company representative
• Provide administrative support to Private Wealth Manager
If you believe you are suitable, and this opportunity could be of interest then to apply directly to info@ircfs.com