Investment Consultant
2 months ago
About the Role
The Client Service Centre at Hans Mahrt and Company (Pty) Ltd plays a vital role in delivering exceptional service to clients and independent financial advisers. As an Investment Service Consultant, you will build trust and confidence by providing world-class service and empowering clients on their investment journey.
Key Responsibilities
- Provide excellent service to investors, potential investors, and independent financial advisers through 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, ensuring they make informed investment decisions.
- Take end-to-end ownership of transactions and maintain accurate record-keeping.
- Contribute to solutions that address client problems and drive continuous improvement within the organisation.
Requirements
This role is suitable for individuals who are highly performance-driven and eager to take on new challenges. Key attributes include a growth mindset, resilience, and adaptability.
Qualifications and Benefits
A bachelor's degree in Commerce or Business Science, majoring in Finance, Investments, Economics, Mathematics, or Statistics, is preferred. The company offers a competitive salary, lucrative bonus structure, access to an onsite gym, and opportunities for further education.
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