Strategic Portfolio Advisor

1 month ago


Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full time

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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