Strategic Portfolio Advisor
1 month ago
The Client Service Centre plays a crucial role in delivering exceptional service to clients and independent financial advisers. As a Strategic Portfolio Advisor, you will be responsible for building trust and confidence through world-class service.
You will gain in-depth knowledge of our client's range of products and develop the necessary skills to confidently communicate with and educate clients.
Key Responsibilities:
- Provide excellent service to investors, potential investors, and independent financial advisers via various servicing channels.
- Explain our investment philosophy and long-term approach to investing, building trust and confidence with clients.
- Educate clients on 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 solutions that drive continuous improvement in client satisfaction.
Requirements:
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 ideal candidate should possess high adaptability, vigour, and agility, as well as empathy and a client-focused attitude.
Strong verbal and written communication skills are essential, along with analytical thinking, attention to detail, and problem-solving ability.
A genuine passion for people and a commitment to service excellence are vital for building long-term relationships with clients.
Education:
A bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics, or Statistics is required.
Benefits:
R315 000 per annum
Lucrative Bonus Structure
Onsite Gym
Access to further education opportunities
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