Glacier: Business Development Co ordinator (EL) at Sanlam Private Wealth

Job description

Position Description

To be responsible for giving the Business Development Manager support.

Key Responsibilities

The following outcomes will be expected to be achieved by the Business Development Co-ordinator:

• Assisting the Business Development Manager in servicing Intermediaries and in the process reaching monthly inflow targets
• Training on Glacier products and tools to Intermediary Assistants, Broker Consultants, Intermediary Office Personnel and Intermediaries
• Co-ordinate and manage training functions/events and fund manager presentations
• Travelling to and training Intermediaries /IFA’s and their assistants regarding the administration aspect of investment products & IT systems
• Managing the Intermediaries Database
• Assisting with Glacier proposals, quotations, ICE illustrations and toolbox outputs.
• Attending to general day-to-day tasks associated with supporting the Sales Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o
• Telephone enquiries and written communication
• Assisting clients/intermediaries with processes & business
• Distribution of marketing materials (application forms, brochures)
• Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks)
• Building relationships with Intermediaries Assistants, Intermediaries Consultants, Intermediaries,
• Office Personnel and Intermediaries

Minimum Requirements

• 1-2 years’ experience in a similar role within the investment / collective investment service industry
• Preference will be given to candidates with a tertiary qualification/CFP/RFP 1/2/3
• Exposure to investments and traditional life products
• Valid Drivers’ License
• Knowledge of economic principles, environment and investment products

Competencies

• Building and Maintaining Relationships
• Resilience and Tenacity
• Attention to detail
• Analytical thinking and Problem Solving
• Client Services Orientation
• Planning and Organising
• Excellent Decision Making Skills
• Enthusiasm/ Proactive
• Communication and presentation skills (written & verbal)
• Teamwork

Attributes

• Positive, enthusiastic attitude
• Ability to thrive under pressure
• Honesty, integrity and respect