Retail Consultant at 10X Investments

Job description

Responsibilities

• Understand 10X Investments strategic and competitive positioning and deliver client services that are recognized as best in the industry.
• Develop and maintain strong relationships with existing corporate clients at HR, Manco and trustee level
• Proactively approach and develop relationships with new corporate clients at HR, Manco and trustee level
• Ensure high retention rate of assets from members exiting our corporate clients
• Successfully cross-sell 10X retail products to 10X corporate clients
• Gain new retail clients from non-10X corporate clients and implement 10X default Preservation and Living Annuity options at non-10X corporate clients
• Work closely with 10X Investment’s marketing team and clients to co-ordinate regular events for 10X and non-10X corporates
• Prepare a weekly report on the impact of your initiatives on a weekly basis to the Managing Director of Retail
• Attributes & Experience
• You possess excellent organizational and analytical skills with strong technical communication abilities
• You possess excellent written and oral communication skills and have experience communicating across a variety of mediums; group presentations, individual presentations, over the phone and via email
• You are able to confidently present to a wide array of personalities and professional levels; from the CEO to the cleaner; and can competently prepare presentations
• You are professional, and a strong brand ambassador for 10X Investments
• Client first mentality, focussed on delivering a WOW client experience no matter what the opportunity or challenge
• Obsessed by detail, and meticulate in recording all client information and updates to ensure first class relationship management
• Knowledge of investment and wealth management strategies, supplemented by a passion and flair for passive investment strategies
• Analytical – not afraid of financial analysis, and comfortable discussing numbers
• Market Research, you know our market, customers and competition better than anyone, and you’re strong at integrating this information into your customer relationship strategies
• Ability to both lead and collaborate
• High energy, positive and proactive attitude and proven track record of high achievements
• Passionate about improving the financial future of all South Africans and to achieve this through challenging the industry status quo
• An overachiever, with high standards, and dissatisfied with achieving second best – we want your A Game!

Qualifying Criteria

• 4+ years of relationship management experience in financial services (corporate exposure preferred), with strong performance track record
• Bachelor’s degree in a related field (Economics, Business, Financial Management, Investments etc.) from an accredited University
• CFP qualification preferable
• Fluent in English, Afrikaans preferable