Carrick Athena
Business Development Specialist

Location: Cape Town, South Africa

Department: Carrick Athena

Start Date: 01 March 2024

Applications Closing Date: 14 February 2024

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Core Functions

  • This role’s main function will be lead generation, setting up appointments as well as general office involvement, attending to diary management, and other administrative duties.

Details of Functions

  • Prospects potential clients for the services offered by our institution.
  • Work with relevant managers to support their business model.
  • Contact prospective clients to ascertain the relevance of the services offered.
  • Maintain the highest levels of administration, completing client documents in the parameters of the compliance department.
  • Learn and develop an understanding of the business and services.
  • Meet outlined targets set by the consultant and team leaders.
  • Contact clients when requested and communicate any changes or concerns to their consultant.
  • Attend all meetings held by Managers and Service Providers.
  • Actively follow up on business pipeline through to issued business.
  • Drafting and sending correspondence to clients and external providers.
  • Resolving ad hoc client queries and internal administration requests, as these arise.
  • Liaising with Private Wealth Managers to ensure the accuracy of documentation and tracking of leads (execution and issued).

Qualifications, Experience and Skills

  • Essential Qualification: Senior Certificate/Matric, post Matric advantageous.
  • Total Number of Years’ Experience: 3 – 5 years working experience.
  • Type of Experience:
  • Prior work experience in phone calling leads.
  • Preferred qualifications include RE1, RE5, or any other qualifications associated with wealth management.
  • Computer literacy (MS Word, Excel, Outlook –intermediate).
  • Financial industry background preferable.

Personal Attributes

  • Excellent Communication Skills (Verbal and written)
  • Good Interpersonal Skills
  • High level of professionalism and confidentiality
  • Self – Motivated and tenacious
  • Able to thrive in a high-pressure, fast-paced environment
  • Excellent administrative skills
  • Telephone Skills
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