Investment Client Services Consultant
2 weeks ago
Western Cape, Cape Town
- Annually Cost To Company (Market related)
A well-established company is seeking an Investment Client services Consultant
The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.
**Qualification**:
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
**Experience**:
- 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
- Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
- A sound technical understanding of Collective Investment Schemes and Retirement product
**Technical / Professional Knowledge**:
- Administrative procedures and systems
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
- For more information please contact:
- Mandy Scullard
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