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Customer Investment Consultant

4 months ago

Cape Town, Western Cape, South Africa Crayon Full time

How you'll role

What you'll do

  • Discussion and explanation of all funds and products offered
  • Assisting clients with processing information and quotes
  • Assisting clients with the tracking and followup of transactions in progress
  • Responding to queries regarding investment performance
  • Clarifying and explaining investment approach and philosophy
  • Ensure accurate recordkeeping through servicerelated administrative tasks
  • Assist with database updates and information maintenance
  • Support a positive and responsive climate for client inquiry resolution
  • Play a key role in the stewardship of positive client relationships and the retention of clients
  • Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
  • Actively participate in the organisation's continuous improvement by identifying and proposing solutions to process and servicerelated failures

What you'll need

  • A maximum of 2 years of working experience
  • A relevant bachelor's degree with consistent or progressive results (related to investments)
  • Overall university GPA 60%+
  • Good matric results above 50%+, especially in maths
  • A proven performance track record
  • Involvement in extracurricular activities (displays initiative, ability to work in teams, leadership potential)
  • Soft skills
  • Sound communication and interpersonal skills
  • High adaptability, vigor, resilience, agility
  • Good decisionmaking ability
  • Good selfawareness
  • Good dynamic
  • Service orientation ability to learn
  • Analytical or problemsolving ability

What's in it for me?

Benefits included in CTC (covered by the employee):

  • Group life cover
  • Disability cover
  • Retirement annuity
  • Medical aid

Additional benefits:

  • Lucrative bonus structure (based on performance)
  • Performance increases (these increases are integrated into the structure of the consultant model and once again based on performance)
  • Further educational funding Internal training, workshops, and seminars
  • Lunch is served every day, 'on the house
  • Health and wellness with a fully equipped gym, together with personal trainers, a biokineticist, and a physiotherapist