Are you someone who can:
Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances
Identify and implement on opportunities for revenue growth in order to deliver on sales targets
Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
Deliver internal and external customer service excellence through adherence to quality service standards
Establish mutually beneficial relationships with stakeholders, that support thought leadership, innovative and integrated practice solutions
Build and maintain strategic relationships with internal and external parties to enable the business development strategy Build relationships with Wealth Managers and Independent Financial Advisors who will be introducing new clients to the Wealth and Investments business
You will be an ideal candidate if you can:
Provide insights to clients on information on investment decisions
Conduct competitor analysis and innovate on new value propositions which align with the various client segments
Engage research companies to gather information to make informed financial recommendations and decisions
Monitor and record key industry trends that can impact on the current and future offering
Improve business decisions by providing accurate and reliable business intelligence derived from analysing trends and data
Assess and interpret complicated financial information
Engage with the research analytics and economists' team to build financial models
Meet with investment analysts and company managers to discuss financial matters
Implement the Wealth and Investments house view to the client's portfolio and make changes as and when required Develop differentiated service models for the relevant client segments Explore business development opportunities and contribute to the expansion of AUM
Identify new revenue opportunities through effective portfolio analysis
You will have access to:
Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate
We can be a match if you:
Contribute or input towards Investment Philosophy and stock selection
Share market knowledge and add additional value to the Wealth Managers upon site visits
Provide insight in order to ensure retention of clients by ensuring the timely review of portfolio investments
Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
Develop, encourage and nurture collaborative relationships across the FRG
Have FAIS, RE, Class of Business and DOFA (this is critical for the role)
End Date: June 12, 2026