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Business Consultant – Property Specialist
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General Details
Location:
Advertised By:Agency
Company Name:ABC Worldwide
Job Type:Full-Time
Description
Business Consultant
Position: Full time, Hybrid (Office based)
Location: Pretoria
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
- Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business development
- Lead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market
- Maintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunities
- Develops and maintains a strong business pipeline for Regional Accounts and expands on activities
- Responsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services
- Assisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of "trade readiness"
Core Competencies
- Adhering to good practice and ethical Principles and Values
- Demonstrates consistent usage of ethics and values; raises potential violations in others
- Delivering results and Meeting Customer Expectations
- Modifies approach in the face of new demands and helps others (both internally and externally)
- Supports change initiatives, adjusting their actions appropriately when presented with additional information
- Demonstrates ability to relate well to people at all levels
- Makes timely decisions and accepts accountability for own actions
- ...
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Id Subtitle 1205223253
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ABC Worldwide
Selling for 3+ years
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Intermediate To Senior Project Manager – Financial Services
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Introduction
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Duties & Responsibilities
Supervise and support Executive Client Portfolio Administrators in an office environment with executive duties to include, but not limited to:Understand, execute and manage intermediary services as defined by the FAIS act.Receive and execute tasks and instructions via email, electronic voice and telephone;Prepare reports and correspondence, typing, data capturing and CRM;Maintaining client relationship, liaison via email telephone etc;Liaison with service providers, instructions to and management of their execution;Keeping and execution of minutes, in meetings, conference calls or in client consultation;Review and maintain ongoing instructions and client portfolios;General influence to maintain a professional office environment
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Matric QualificationA relevant bachelors qualificationUnderstanding of economics, financial markets, income tax and accounting;Knowledge of insurance and investment administration and understanding of regulation;Minimum 3 years experience in a similar management role.Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;Afrikaans and English with good communication, verbal and writing skillsDriver’s licence and own reliable transport
Personal competencies
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Package & Remuneration
Market related.
Interested?
Please mail your CV to hr1@peopledimension.co.za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
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