Relationship Manager

Partnerships Consultant – Wealth (Western Cape)

This role will report to the Regional Manager of the Western Cape and will act as a

support to the Business Consultants who focus on the Wealth sector. As a Partnerships consultant,

you will have a focus on servicing our Partners to an exceptionally high standard.

We are seeking a motivated and detail orientated support specialist to provide administrative and

operational support to the Distribution Team. This role will play an integral part in streamlining

our ability to service clients whilst the Business Consultants focus on driving revenue and

achieving targets. Your contribution will help to foster strong relationships with partners and

enhance the overall efficiency of the sales team.

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 meetings

Assist 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