Investment Consultant
2 weeks ago
The Client Service Centre plays a vital role in delivering exceptional service to clients and independent financial advisers. As an Investment Service Consultant, your primary objective will be to establish trust and confidence with clients and advisers through outstanding service.
Our consultants make a meaningful impact by empowering clients on their investment journey. You will gain in-depth knowledge of our client's product range and develop the necessary skills to effectively communicate with and educate clients.
Key Responsibilities- Provide exceptional service to investors, potential investors, and independent financial advisers through various servicing channels, including inbound calls and emails, face-to-face interactions.
- Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
- Educate clients by sharing product and fund knowledge, empowering them to make informed investment decisions.
- Take end-to-end ownership of transactions and ensure accurate record-keeping.
- Contribute to the organisation's drive towards continuous improvement by suggesting solutions to client problems.
This role is suited to individuals who are highly performance-driven and seek new challenges. A growth mindset and resilience are essential attributes for successfully navigating the ever-changing needs of clients and the financial services industry.
The role requires high adaptability, vigour, and agility. Our consultants must be empathetic and client-focused, with strong verbal and written communication skills.
The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail, and problem-solving ability are crucial to ensuring we always do what is best for clients.
A genuine passion for people and a commitment to service excellence are vital for building long-term and meaningful relationships with our clients.
QualificationsA bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics, or Statistics is required.
BenefitsWe offer a competitive salary of R315,000 per annum, a lucrative bonus structure, an onsite gym, and access to further education opportunities.
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