Personal Cash Investments Savings Specialist Consultant

2 weeks ago

Sandton, South Africa Investec Full time

Description
The Savings Specialist Consultant will be responsible for the acquisition of new savings clients as well as the maintenance of existing clients, whilst (in partnership with the Internal Consultant) delivering a distinctive client experience. The candidate will be accountable for driving a specific client segment and looking for opportunities to grow the PCI business.

Retention, Growth and Client engagement for existing clients:

• To retain and grow the existing client base.

• Effectively service all existing client sales related requests and queries – in collaboration with the CSC Savings team

• Communication and client experience

• Actively ensuring daily client activity is completed, in collaboration with the IC , maturities, allocation of funds, negative balances

• Reporting/Client data management

Experience, skill and capability

Client segment ownership

• Accountable and responsible for a client segment

• Analyse insights for specific client segment

• Determine opportunities and look to proactively develop, implement, and measure results.

• Work closely with Product, pricing, ops, and marketing to drive the strategy for PCI.

Risk Management:

• Ensure risk consciousness at all times.

• Adhere to legislation FICA, FAIS, CPA etc.

• Log all client complaints, escalate losses to ICI ERM and identify appropriate resolution.

Key stakeholder management:

• Develop and maintain mutually beneficial and strategic relationships with internal and external stakeholders, especially onboarding, payments, operations, CSC and risk teams.

• Building strong relationships with the Internal Consultant in order to deliver to the client.

• Build strong networking relationships with other client teams in the bank – Banking, BTB, CCM, Import Solutions, TSS and IWI

Product Knowledge

• Understand all Investec Cash Investments products and processes and
drive opportunities for efficiencies and improvements.

Skill and Experience:

• BCom Degree preferred

• Knowledge of competitor environment advantageous

• Relevant client services and sales experience

• Excellent communication skills (written and spoken)

• Ability to analyse and interpret data into client insights

Investec Culture

At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.

We value individuals who in turn value our that is, a can-do attitude while challenging convention.

Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.

We are committed to diversity and inclusion when recruiting internally and externally.

  • Broker Consultant and Investment Specialist

    2 weeks ago

    Sandton, South Africa PPS Recruitment Full time

    PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance &...

  • Investment Support Consultant

    3 weeks ago

    Sandton, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • Investment Consultant

    2 weeks ago

    Sandton, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

  • Hybrid Broker Consultant and Investment Specialist

    3 months ago

    Sandton, South Africa PPS Recruitment Full time

    PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.  Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance...

  • Senior Recruitment Consultant

    3 weeks ago

    Sandton, South Africa Personal International Full time

    _We are currently looking for Healthcare Professionals who would like to practise in Ireland and the United Kingdom and who will be eager to relocate within 6 months._ - The following vacancies are available:_ - General, Specialist and Consultant _**Gynaecologists and Obstetricians**_ _as well as In vitro fertilization (_**IVF**_) Practitioners and...

  • Investment Specialist Retail-ashburton

    2 weeks ago

    Sandton, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: **purpose**: - The purpose of the Investment Specialist Retail is to form part of the intermediated sales function for Ashburton Investments focusing on the client group, independent financial advisors. The Investment Specialist will ensure Ashburton’s value proposition is appropriately...

  • X2 Investment Consultants

    2 weeks ago

    Sandton, South Africa Sanlam Full time

    About Sanlam Corporate: Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...

  • Middleware Mq Series Specialist

    1 month ago

    Sandton, South Africa e-Merge IT Recruitment Full time

    Originally based in South Africa, but has expanded its footprint globally, operates in three main areas**:Asset Management, Wealth & Investment**, and **Specialist Banking.** A division that provides a range of services to high-net-worth individuals, including investment management, private banking, and financial planning. Looking to hire a **Middleware...

  • Investment Analyst

    2 months ago

    Sandton, South Africa Kamo Placements Full time

    Job Advert SummaryThe Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.Prepare investment performance monitoring and reporting.Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.Assist with asset manager selection, appointment and...

  • Investment Analyst

    2 months ago

    Sandton, South Africa Kamo Placements Full time

    Job Advert Summary The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy. Prepare investment performance monitoring and reporting. Prepare quarterly investment packs for Investment Steering Committee and Investment Committee. Assist with asset manager selection, appointment and...

  • Investment Analyst

    6 days ago

    Sandton, South Africa Kamo Placements Full time

    Job Advert Summary The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy. Prepare investment performance monitoring and reporting. Prepare quarterly investment packs for Investment Steering Committee and Investment Committee. Assist with asset manager selection, appointment and...

  • Investment Analyst

    4 weeks ago

    Sandton, South Africa Adzuna ZA B C2 Full time

    Job Advert SummaryThe Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.Prepare investment performance monitoring and reporting.Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.Assist with asset manager selection, appointment and...

  • Investment Analyst

    7 days ago

    Sandton, South Africa Kamo Placements Full time

    Job Advert SummaryThe Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.Prepare investment performance monitoring and reporting.Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.Assist with asset manager selection, appointment and...

  • Investment Analyst X2

    3 days ago

    Sandton, South Africa Sasria Full time

    Closing Date - 2024/05/17 - Reference Number - SAS240503-1 - Job Title - Investment Analyst x2 - Job Type - Permanent - Division - Finance - Department - Investment Managements - EE Occupational Levels - Level 4 & 5: Skilled, Technical and Academically Qualified - Location - Town / City - Sandton - Location - Province - Gauteng - Location - Country - South...

  • Middleware Mq Series Specialist

    2 weeks ago

    Sandton, South Africa e-Merge IT Recruitment Full time

    Originally based in South Africa, but has expanded its footprint globally, operates in three main areas:Asset Management, Wealth & Investment, and Specialist Banking. A division that provides a range of services to high-net-worth individuals, including investment management, private banking, and financial planning.Looking to hire a Middleware Administrator...

  • X2 Investment Consultants

    2 weeks ago

    Sandton, South Africa Sanlam Full time

    About Sanlam Corporate: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...

  • Learning & Development Consultant

    2 weeks ago

    Sandton, South Africa Sanlam Full time

    Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Training Specialist

    6 days ago

    Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Central Services**Function**:Talent Acquisition & Assessments**Date**:9 Feb 2024**Training Specialist** **Job Profile Title** - Training Specialist **Discovery Track** - Specialist Management **Discovery Job Level** - Specialist **About Discovery** Discovery’s core purpose is to make people healthier and to enhance and...

  • Simeka: Investment Administrator

    2 weeks ago

    Sandton, South Africa Sanlam Full time

    Who are we?Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those...

  • Simeka: Investment Administrator

    4 weeks ago

    Sandton, South Africa Sanlam Full time

    Who are we? Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...