Investment Service Consultant

1 month ago


Cape Town, Western Cape, South Africa Palesa Mbali Group Full time
Purpose of the Role

We are seeking a highly skilled and motivated Investment Service Consultant to join our team at Palesa Mbali Group. As a key member of our Client Service Centre, you will play a vital role in building trust and confidence with our clients and independent financial advisers.

Your primary objective will be to empower our clients on their investment journey by providing world-class service, in-depth knowledge of our products, and the necessary skills to confidently communicate with and educate our clients.

Key Responsibilities
  • Provide exceptional 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, and empower them to make informed investment decisions.
  • Take ownership of transactions and ensure accurate record-keeping.
  • Contribute to the organization's drive towards continuous improvement by suggesting 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.
Location

Cape Town

Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).


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