Partnerships Consultant – Wealth (Western Cape)
This role will report to the Regional Manager of the Western Cape and will act as a
support to the Business Consultants who focus on the Wealth sector. As a Partnerships consultant,
you will have a focus on servicing our Partners to an exceptionally high standard.
Job Description:
We are seeking a motivated and detail orientated support specialist to provide administrative and
operational support to the Distribution Team. This role will play an integral part in streamlining
our ability to service clients whilst the Business Consultants focus on driving revenue and
achieving targets. Your contribution will help to foster strong relationships with partners and
enhance the overall efficiency of the sales team.
Requirements
Responsibilities and Duties:
Operations:
• Support the Business Consultants with Partner queries relating to processes, or the
status
of their clients’ transactions
• Assist with the Partner month end administration
• Keep CRM up to date by:
o Update notes accurately on interactions with Partners
o Maintain and proactively update contact information
o Perform ongoing remediations to ensure data integrity
o Log meetings held with Partners and notes regarding what was discussed in the meetings
• Assist with partner event planning and marketing material for BC meetings or events
• Build a comprehensive knowledge of FX sales, systems and processes Client Relationship
Management:
• Regularly visit our partners for training, process updates and relationship management
• Proactively set up meetings with partners as per the quarterly requirements.
• Attend meetings with Business Consultants to build good relationships with key partners
• Maintain a good working relationship with support teams across the business to ensure that the
client is offered the best possible service
• Assist with booking meetings with existing Partners where Business Consultants need to attend a
meeting with the Partnerships Consultant.
• Training and follow up’s to ensure that all Partners are making use of all our value
added services and products.
Skills & Requirements:
• Adhering to good practice, ethical principles and values
• Ambitious self-starter who will be able to deliver results
• Takes ownership of learning and development
• Determined, positive attitude that will rub off on your colleagues and business
prospects
• Superior relationship building skills
• Excellent oral and written communication skills are crucial
• Excellent time management skills and ability to prioritise and multi-task in a fast paced
environment
• Supportive of change initiatives and able to adapt to new information or processes
• Bilingual in English and Afrikaans would be advantageous
Qualifications:
• Minimum qualification – Matric & degree
• A relevant business qualification would be helpful
• FAIS compliant qualification, or willing to work towards obtaining FAIS compliance
Experience:
• Sales experience in the Wealth industry would be advantageous
• An understanding of the Wealth and Asset Management industry would be advantageous
• Entrepreneurial experience would be advantageous
