Investment Service Consultant
Found in: Talent ZA 2A C2 - 2 weeks ago
The responsibilities will include, but not be limited in any way to:
- Ensuring an excellent quality of service is given to clients at all times
- Online accounts verification and activation
- Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise
- To provide support to the correspondence and walk-in-centre teams as and when required
- Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence
- Identifying and proposing solutions to process and service related failures
- To supply marketing material via various Media forms to all interested parties
- Database updates and information maintenance
Qualifications and experience which are Non-Neg.
- Relevant business degree or studying towards NOT NEG
- Matric/Grade 12
- 6 months contact centre experience/client services experience
- Excellent verbal and written communication skills (good voice and good diction)
- Be multilingual
- ITC/CRIM Clear
- Computer Literate
Skills:
The importance of this role is that the candidate should possess all of the following skills.
- Self Control, Initiative, Analytical Thinking, Professionalism, and Administration Skills
- Friendly and diplomatic nature with a passion for people
- Maturity to speak confidently with intermediaries and clients
- Have an aptitude to learn different products
- Posses the highest standards of personal integrity and the ability to maintain confidentiality
- Cope with shifting priorities
- Ensure conformity with processes and rules
- Organised and self-disciplined
- Enjoys working in a team environment.
- Numeric and Verbal Ability
- Quality Focus (Attention to detail and Accuracy)
- Adaptability, Stress tolerance
- Ability to deal with complexity of different types of calls and clients
- Ability to prioritise and function positively under pressure
- Accept accountability and take responsibility for tasks done
- Ability to relate to others
-
Investment Business Consultant
Found in: Talent ZA 2A C2 - 2 weeks ago
Johannesburg, South Africa Featherway Full timeInvestment Business ConsultantLocation: JohannesburgReporting to: Francise principalRemuneration: R 30 000 – R40 000 with commissionStart Date: February / March 2024 We are looking for a highly presentable Investment Business Consultant to join our team. Investment knowledge of on and offshore products along with marketing and sales experience as well as...
-
Linked Investment Client Services Specialist
3 days ago
Johannesburg, 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...
-
Linked Investment Client Services Specialist
3 days ago
Johannesburg, 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...
-
Head of Investment Strategy
2 weeks ago
Johannesburg, South Africa Dynexity Full timeMy client is looking for a Head of Investment Strategy to join their team. We are looking for dynamic professionals with solid experience in Investments/Asset Consulting Industry. Must have demonstrated experience in developing investment strategies, asset liability modelling, strategic asset allocation and investment strategy performance monitoring &...
-
Head: Investments Unit
Found in: Whatjobs ZA C2 - 5 days ago
Johannesburg, South Africa The Hiring House Full timeKey Accountabilities, Measures & Interfaces - Investment Strategy- Portfolio Construction- Implementation of investment strategy- Portfolio Monitoring- Risk ManagementManagerial responsibilities - Managing the investment team and setting up the functions investment processes, policies, systems and reporting tools.- Set clear performance goals for direct...
-
Head: Investments Unit
Found in: Talent ZA 2A C2 - 2 weeks ago
Johannesburg, South Africa The Hiring House Full timeKey Accountabilities, Measures & Interfaces- Investment Strategy- Portfolio Construction- Implementation of investment strategy- Portfolio Monitoring- Risk ManagementManagerial responsibilities- Managing the investment team and setting up the functions investment processes, policies, systems and reporting tools.- Set clear performance goals for direct...
-
Manager Research Analyst
6 days ago
Johannesburg, South Africa Dynexity Full timeMy client within Financial Services is looking for a Manager Research Analyst to join their dynamic team. Must have completed BCom (Hons) / Business Science Degree in Finance, Economics, Investment Management or similar with at least 2 years manager research experience within multi-manager, funds or asset consulting environment. eVestment and Morningstar...
-
Johannesburg, 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...
-
Group Chief Investment Officer
18 hours ago
Johannesburg, South Africa Coffee with Sophie Projects is hiring on behalf of a client in the investment space Full time**Key Purpose of this Job** The GCIO is responsible for the management of the Group Investment Portfolios. To co-create and support the CEO in driving the investment strategy, responsible for the implementation of the investment strategy in the Group. The GCIO will provide insight and direction, lead investment teams, lead M&A and corporate...
-
Investment Service Consultant
Found in: Whatjobs ZA C2 - 5 days ago
Johannesburg, South Africa Wenz Recruitment Full timeThe responsibilities will include, but not be limited in any way to: Ensuring an excellent quality of service is given to clients at all times Online accounts verification and activation Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise To provide...
-
Senior Investment Associate
3 days ago
Johannesburg, South Africa Secondments Recruitment Full time**Job Advert Summary**: To manage team in terms of deal implementation to ensure targets are met and to provide support for complex transactions. Ensure optimal deal structuring and pricing in line with the company’s product criteria and mandate. Ensure accurate capturing of terms on the standard company Template. **Minimum Requirements**: 5 years’...
-
Investment Accountant
Found in: Adzuna ZA B C2 - 1 week ago
Johannesburg, South Africa Adzuna ZA B C2 Full timeQualifications: Complete BCom AccountingSkills:Advanced Excel3 years experience as an Investment Accountant within the Financial Services industry.Job description:Reviewing and preparation of investment-related payment documentsCompletion of asset manager FICA documentationReviewing and approving of general ledger journalsCompiling of investment and interest...
-
Investment Accountant
Found in: Whatjobs ZA C2 - 5 days ago
Johannesburg, South Africa Communicate Recruitment Full timeQualifications: Complete BCom Accounting Skills: Advanced Excel 3 years experience as an Investment Accountant within the Financial Services industry. Job description: Reviewing and preparation of investment-related payment documents Completion of asset manager FICA documentation Reviewing and approving of general ledger journals Compiling of...
-
Investment Accountant
Found in: Talent ZA 2A C2 - 2 weeks ago
Johannesburg, South Africa Communicate Recruitment Full timeQualifications: Complete BCom AccountingSkills:Advanced Excel3 years experience as an Investment Accountant within the Financial Services industry.Job description:Reviewing and preparation of investment-related payment documentsCompletion of asset manager FICA documentationReviewing and approving of general ledger journalsCompiling of investment and interest...
-
Project Manager
3 days ago
Johannesburg, South Africa Salt Recruitment Full time**Job Ad**: Project Manager - Custody BaNCS SP Version 18 Implementation Are you an experienced Project Manager with a strong background in investment banking and a passion for implementing business technology solutions? We are currently seeking a skilled and dynamic Project Manager to join our client for a 12-month contract, working on the exciting Custody...
-
Senior Valuations Specialist
1 week ago
Johannesburg, South Africa CyberPro Consulting Full timeCyberpro Consulting merges a fervor for technology with a sincere interest in our customers' business and success. Boasting nearly two decades of experience in the IT and software development industry, Cyberpro Consulting serves a diverse clientele, spanning from large-scale enterprises to SME businesses To provide specialized expertise and ensure accurate...
-
Service, Support and Onboarding Consultant
1 week ago
City of Johannesburg, Gauteng, South Africa Zeal HR Full time**Service and Support Consultant - Must have Financial Advisor or Brokerage experience in the Investment Industry** The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage...
-
Service Consultant
Found in: Talent ZA C2 - 2 weeks ago
Johannesburg, South Africa Palesa Mbali Group Full timeOur client has an exciting opportunity based in Roodepoort, for a Service Consultant within the medical scheme space. The Service Consultant is a customer service champion, who provides an informative & intuitive customer experience to stakeholders (including: Medical Schemes, Members of the medical scheme, Providers, Employer groups & Intermediaries),...
-
Experienced Strategy Consultant
3 days ago
Johannesburg, South Africa Letsema Full timeDo you love the complexity and interesting problem solving in management consulting, but are tired of the extra-long hours? Our client is a lifestyle-balance focused, boutique, strategy consulting company. Their people are of utmost importance and an environment that feels like “family” is not just a by-line. With offices in Switzerland, Germany, Italy...
-
Senior Investment Associate
2 days ago
Johannesburg, South Africa Affirmative Portfolios Full timeFinance/Accounting JHB North, Johannesburg - Gauteng Senior Investment Associate Johannesburg North Reports to the Fund Manager **Responsibilities**: Business Development / Transaction Origination Pro-actively develop business development strategies and pursue new business development through excellent understanding of market and stakeholder...