START DATE
: A.S.A.P / Immediate
REQUIREMENTS: Grade 12 Relevant financial qualifications 3-4 Years’ experience in the financial sector Computer literate. Proficient in Microsoft Office (Word, Excel, PowerPoint) Fully bilingual (English and Afrikaans) Driver’s license and own transport
DUTIES: Conduct research to identify potential clients and networking opportunities within the financial services sector Make professional appointments with Financial planners, Brokers, and Wealth managers Build and maintain strong relationships Collaborate with team members to develop effective strategies Keep abreast of industry trends, market developments, and competitor activities to inform business strategies Report on sales activities, progress, and performance metrics to management Conduct and coordinate due diligence and risk analyses Create detailed reports and presentations on the progress and outcomes of M&A activities for senior management and stakeholders
HOURS: Monday to Friday: 08:00 – 17:00