Investment Service Specialist
2 months ago
Purpose of the Role
Palesa Mbali Group's Client Service Centre plays a crucial part in our service offering for clients and independent financial advisers. As an Investment Service Consultant, your primary goal will be to establish and maintain strong relationships with clients and advisers, providing exceptional service and support.
- Deliver world-class service to investors, potential investors, and independent financial advisers via various servicing channels, including inbound calls, emails, and face-to-face interactions.
- Build trust and confidence by clearly explaining our investment philosophy and long-term approach to investing.
- Educate clients on our range of products and empower them to make informed investment decisions.
- Take ownership of transactions and ensure accurate record-keeping.
- Contribute to the organization's drive for continuous improvement by suggesting solutions to client problems.
Requirements and Qualifications
To excel in this role, you will require a bachelor's degree in Commerce or Business Science, majoring in Finance, Investments, Economics, Mathematics, or Statistics. Strong verbal and written communication skills, as well as analytical thinking and problem-solving abilities, are essential for success in this position.
Location
Cape Town
Successful candidates outside of CPT will be eligible for relocation assistance, subject to applicable terms and conditions.
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