Stock Controller ofertas em África do Sul

Purpose of role: The purpose is to develop additional business from an existing client base within the organisation by working closely with the Financial Advisors.

You will provide business development support and para planning to the Financial Advisors and the Senior BDM.

You will ensure each Financial Advisor supports and executes on the AW endorsed advisory processes.

You will assist in growing "Assets Under Management" for each Advisor and in developing, activating, and executing on an Advisor's prospecting plans.

1. Execute client endorsed advisory plans and annual reviews on behalf of the Senior BDM and with the Advisors.
2. Identify and develop client opportunities in each Advisor's practice by looking at opportunities in each Advisor's client database with the Senior BDM.
3. Business development activation and assistance at client and road show events.
4. Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies.
5. Compare practices against one another to harness efficiencies and best practices.
6. Assist Advisors to reach their Advisory model targets and objectives.

1. Set goals for the year and ensure that personal training and development takes place.
2. Ensure alignment to company development competencies.
3. Fulfilling operational responsibilities.

1. Good communication skills, both written and verbal.
2. High reporting standard.
3. High client service orientation.
4. Technical and IT proficient; need to be comfortable configuring systems and analysing data.
5. Ability to effectively influence and persuade others.
6. Strong interpersonal skills.
7. Emotional resilience.
8. Self-motivated to ensure personal and professional improvement.
9. Action-oriented and takes initiative.
10. Computer literacy: Graduate level.

Appropriate tertiary qualification in financial services i.e. Bachelor's Degree or Diploma in Commerce, Financial Planning, Finance, Investments preferable, NQF or RE.

1-3 years experience in the Financial Services Industry is essential.