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The ideal candidate will be responsible for a range of activities which will assist a financial planner in this position.
You should feel comfortable coordinating calendar appointments, communicating successfully with clients and other staff, doing long hours of data sifting while keeping abreast of daily duties.
In order to be successful in this position you are required to be well mannered but not a push over, have excellent social skills, be driven and determined to push the limits as this is a highly incentivized environment.
Be comfortable and eloquent with written and verbal communications.
Willing to work 6 days a week 8 30-5pm week days and half saturdays.
Rsponsibilities
co-ordinate and schedule calendar appointments
manage incoming and outgoing communication with clients
data mining
build relationships with clients and other players in the environment source new business from walk ins and referrals from internal staff
Qualifications and requirements to apply
High school certificate compulsory any other tertiary qualifications and social skills maybe advantageous
Wealth management graduates or students will be preferred
Must reside in close proximity to gateway
A vibrant and determined character is non negotiable
Package
note: this is a basic plus incentives position
R5000 basic +productivity incentives (commission)
Successful cadidates will be contacted within a week
Consider yourself unsuccessful if not contacted within this time frame
reply to ad with CV only if you meet the above criteria
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