Internal Consultant

4 weeks ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

Main responsibilities:


• Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries

• Educating clients on technology and platforms available to them to improve their investment administration experience

• Gathering client information – internally and externally

• Working with external vendors/product providers and LISPs

• Researching products and competitors

• Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required

• Preparing, printing & binding proposals and reviews

• Pre-completing and formatting various documents

• Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records

• Initiating, facilitating & completing of platform transfer requests incl. Section 14, Section 37 & Section 42 transfers both in and out

• Building and maintaining strong internal and external stakeholder relationships

• Problem-solving & troubleshooting to enhance clients' experience

• Efficient multi-tasking in terms of managing multiple transactions with different cut-off times and dates

Qualifications & Experience


• Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com)

• Basic knowledge of tax and ability to analyse tax statements (upskill on the job if necessary)
• Basic knowledge of investment products, asset allocation and risk profiles (upskill on the job if necessary)

• 2-3 years financial planning or wealth management experience advantageous

• MS Office Suite, Advanced Excel would be advantageous

Personal attributes and other requirements:


• Ultra-high net worth client service orientation

• Excellent verbal and written communication skills

• Entrepreneurial mindset, self-starter, independent thinker

• Ability to work independently as well as within a team

• Open to learning and challenging, sharing best practices and knowledge with team

• Effective time-management, planning & organisational skills, ability to prioritise & multi-task

• Work beyond traditional work hours if required

• Ability to work effectively under pressure, tenacious temperament

• High attention to detail

• Well-presented and confident

• Strong work ethic & pride in work, honesty & integrity

• Can-do problem solving attitude

• Solution-driven as opposed to task-driven

• Break China for clients & demonstrate cast-iron integrity, resulting in doing right by clients at every opportunity

• Insights, interpersonal skills & meticulous planning to maintain the standard expected by Investec's ultra-high net worth clients

• Commitment to teamwork & positive influence on the team whilst fostering a culture of diversity & inclusion



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