Investment Service Consultant

1 month ago


Cape Town, Western Cape, South Africa Palesa Mbali Group Full time
{"title": "Investment Service Consultant", "content": "Job Summary

We are seeking a highly skilled Investment Service Consultant to join our team at Palesa Mbali Group. As an Investment Service Consultant, you will be responsible for providing exceptional service to our clients, building trust and confidence through explaining our investment philosophy and long-term approach to investing, and empowering clients to make informed investment decisions.

Key Responsibilities
  • Provide excellent service to investors, potential investors, and independent financial advisers via various servicing channels.
  • Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
  • Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
  • Take end-to-end ownership of transactions and ensure accurate record-keeping.
  • Actively participate in the organization's drive towards continuous improvement by contributing to solutions to client problems.
Requirements
  • A bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics, or Statistics.
  • Strong verbal and written communication skills.
  • Ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail, and problem-solving ability.
  • A genuine passion for people and a commitment to service excellence.
What We Offer

Relocation assistance provided for successful hires outside of Cape Town.

", "lang_code": "en"}

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