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Job Summary
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:
Update notes accurately on interactions with Partners
Maintain and proactively update contact information
Perform ongoing remediations to ensure data integrity
Log meetings held with Partners and notes regarding what was discussed in the meetingsAssist 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
Cecile Personnel (Pty) Ltd
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