Investment Service Consultant

3 days ago

Cape Town, Western Cape, South Africa HR Genie Full time

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal / external clients / brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products.

The responsibilities will include, but not be limited to:

  1. Ensuring an excellent quality of service is given to clients at all times.
  2. Online accounts verification and activation.
  3. Building and establishing relationships at all levels with internal departments to ensure that timely resolutions are found to any problems that might arise.
  4. Providing support to the correspondence and walk-in-centre teams as and when required.
  5. Completing administrative and repetitive tasks while keeping accurate, detailed stats of all queries and correspondence.
  6. Identifying and proposing solutions to process and service related failures.
  7. Supplying marketing material via various media forms to all interested parties.
  8. Database updates and information maintenance.

Qualifications and experience which are Non-Negotiable:

  1. Relevant business degree or studying towards one.
  2. Matric / Grade 12.
  3. Excellent verbal and written communication skills (good voice and good diction).
  4. ITC / CRIM Clear.
  5. Computer Literate.

The importance of this role is that the candidate should possess all of the following skills:

  1. Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills.
  2. Friendly and diplomatic nature with a passion for people.
  3. Maturity to speak confidently with intermediaries and clients.
  4. Aptitude to learn different products.
  5. Possess the highest standards of personal integrity and the ability to maintain confidentiality.
  6. Ability to cope with shifting priorities.
  7. Ensure conformity with processes and rules.
  8. Organised and self-disciplined.
  9. Enjoy working in a team environment.
  10. Numeric and Verbal Ability.
  11. Quality Focus (Attention to detail and Accuracy).
  12. Adaptability, Stress tolerance.
  13. Ability to deal with complexity of different types of calls and clients.
  14. Ability to prioritise and function positively under pressure.
  15. Accept accountability and take responsibility for tasks done.
#J-18808-Ljbffr

  • Investment Service Consultant

    2 days ago

    Cape Town, Western Cape, South Africa Hans Mahrt & Company (Pty) Ltd Full time

    Hans Mahrt and Company is a solutionist Recruitment Consultancy looking for suitable candidates to fill the role of Investment Service Consultant for a Major Investment Service Company based in Cape Town.About the CompanyOur client, an Investment Management Company in Cape Town, is seeking high performing individuals to join their investment service...

  • Investment Service Consultant

    6 days ago

    Cape Town, Western Cape, South Africa Allan Gray Proprietary Limited Full time

    Career Opportunities: Investment Service Consultant | Retail Client Services (8479)DescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.Job SummaryWhy should you consider Allan Gray?At Allan Gray, you will spend your days doing meaningful and engaging work with...

  • Investment Service Consultant

    2 days ago

    Cape Town, Western Cape, South Africa Allan Gray Proprietary Limited Full time

    Career Opportunities: Investment Service Consultant | Retail Client ServicesDescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.Job SummaryWhy should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work with smart,...

  • Investment Service Consultant

    2 days ago

    Cape Town, Western Cape, South Africa The Hiring House Full time

    We are looking for an Investment Service Consultant to join our team. We have multiple channels for servicing clients and executing their transactions. The Consultant is the primary touch point for existing and potential clients and is at the forefront of the way in which a client experiences our firm. Our team of Consultants focus on engaging and...

  • Investment Service Consultant

    7 days ago

    Cape Town, Western Cape, South Africa Allan Gray Proprietary Limited Full time

    Job title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls...

  • Investment Service Consultant

    6 days ago

    Cape Town, Western Cape, South Africa Ziyana Group Full time

    Ziyana Group is seeking high-performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division.The Investment Service Consultant position is a permanent role designed for recent graduates with less than two years of work experience. As an Investment Service Consultant,...

  • Investment Service Consultant

    3 weeks ago

    Cape Town, Western Cape, South Africa Dixie Recruitment Full time

    Investment Service Consultant Cape TownImmerse yourself in an environment filled with intelligent and motivating colleagues as you enhance your industry expertise by serving our clients. You will benefit from thoughtfully crafted support and recognition systems, all within a culture that prioritizes strong values. Qualifications & Skills:A Bachelor's Degree...

  • Investment Consultant

    3 days ago

    Cape Town, Western Cape, South Africa WTW Full time

    The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice to larger /...

  • Graduate: Investment Service Consultant

    4 weeks ago

    Cape Town, Western Cape, South Africa Palesa Mbali Group Full time

    Purpose of the roleOur Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment...

  • Investment Services Professional

    2 days ago

    Cape Town, Western Cape, South Africa Hans Mahrt & Company (Pty) Ltd Full time

    Hans Mahrt and Company is a recruitment consultancy specialising in financial services placements. We are currently seeking candidates for the position of Investment Service Consultant at a prominent investment management company based in Cape Town.About the RoleThis exciting opportunity is ideal for recent graduates with a passion for finance, economics,...

  • Investment Service Consultant

    2 days ago

    Cape Town, Western Cape, South Africa Virtual Vibe Consulting PTY LTD Full time

    Our client based in Cape Town is looking for graduates to join their team in the financial industry. The purpose of this role is to promote a high level of customer service and provide clients with information on potential investment options. This is an entry-level position with extensive growth opportunities.RequirementsBcom in Finance, Economics,...

  • Graduate Investment Consultant Position

    6 days ago

    Cape Town, Western Cape, South Africa Outsource SA Solutions (pTY) Ltd Full time

    Job DescriptionKey Responsibilities:Participate in a graduate program as an Investment Consultant Graduate in the Investment Customer Service for one of our clients in the finance industry.Develop skills and knowledge in investment consulting and customer service.Requirements:Less than 2 years of work experience.GPA (Graded Point Average) of no less than 65%...

  • Junior Investment Consultant

    6 days ago

    Cape Town, Western Cape, South Africa 10X Investments (Pty) Ltd. Full time

    Get AI-powered advice on this job and more exclusive features.10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings. Helping people get more money when they need it, is our aim.10X is unique in offering consistent investment returns with low fees, alongside personalised service and...

  • Junior Investment Consultant

    2 days ago

    Cape Town, Western Cape, South Africa 10X Investments (Pty) Ltd. Full time

    Get AI-powered advice on this job and more exclusive features. 10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings.Helping people get more money when they need it, is our aim. 10X is unique in offering consistent investment returns with low fees, alongside personalised service and...

  • Business Development Executive

    6 days ago

    Cape Town, Western Cape, South Africa Guardrisk Insurance Company Limited Full time

    We are seeking a highly skilled Business Development Executive to join our team as an Investment Consultant. As an Investment Consultant, you will be responsible for developing and maintaining strong relationships with independent financial advisors (IFAs).Job RequirementsTo be successful in this role, you will need:A 3-year BCom degree in Business...

  • TBD Investment Consultant Career

    6 days ago

    Cape Town, Western Cape, South Africa Outsource SA Solutions (pTY) Ltd Full time

    BenefitsWhat We Offer:A comprehensive graduate program with opportunities for growth and development.A dynamic and supportive team environment.The chance to gain valuable experience and skills in investment consulting and customer service.Additional Information:Partaken in extracurricular activities while at university.A strong interest in Investment and...

  • Investment Migration Consultant

    6 days ago

    Cape Town, Western Cape, South Africa Investment Migration Insider Hong Kong Full time

    About the RoleAs a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients and partners, and driving revenue growth.You will have expertise in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as a strong understanding of...

  • Investment Consultant

    1 day ago

    Cape Town, Western Cape, South Africa Oasis Crescent Full time

    Oasis Crescent is a leading investment company that prides itself on delivering exceptional financial solutions to its clients. Our team of professionals is dedicated to providing personalized advice and comprehensive investment strategies.Talent Acquisition/Psychometrics and General HR | HR ManagementWe are seeking a qualified and experienced Financial...

  • Investment Property Consultant

    2 days ago

    Cape Town, Western Cape, South Africa Independent Resourcing Consultancy Full time

    Are you looking for a challenging and rewarding career as a Property Investment Professional? As a member of our team, you will have the opportunity to work with high net worth clients to help them achieve their investment goals.We are seeking experienced property consultants and investment professionals who possess a passion for continuous learning and...

  • Client-Facing Investment Consultant

    6 days ago

    Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full time

    Investment Portfolio Manager RoleEfficient Frontier Recruitment seeks a seasoned investment professional to oversee a portfolio of institutional clients and deliver tailored investment consulting services.The ideal candidate will possess expertise in investment analysis, portfolio management, and client relationship-building.Key AccountabilitiesFoster deep...