Client Service Investment Administration Consultant

2 weeks ago

Cape Town, South Africa Sanlam Full time

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?

Job purpose 

To contribute to the processing, maintenance and management of tasks within the Investment Administration team.

Key outcomes

The following outcomes will be expected to be achieved by the Investment Administration Consultant (IA) 
• Daily nett/buy/sell transactional facilitation (manual and electronic) 
• Daily price capturing (manual and electronic) 
• Verification and capturing of Interest and dividend distributions 
• Daily money market rate capturing 
• Capturing and maintaining fund and wrap fund details
• Quarterly Forex capturing
• Stockbroker low fee income report
• Daily cash focus payments 
• Exception control reports & QMF’s (Query Management Facility)
• Systems user-acceptance testing
• General query resolution
• Ad hoc projects

Qualifications and experience

• A relevant financial qualification would be to your advantage
• Excel skills on intermediate level would be to your advantage
• At least 2 years’ relevant experience within the Collective Investment Schemes
• Industry/LISP/Financial Services Industry would be to your advantage

Competencies

• Client Focus: strive to build strong client relationships and deliver client centric solutions
• Cultivates innovation: looking at creating new and better ways for the organisation to be successful
• Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough circumstances
• Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations
• Mathematical Skills
• Analytical, logical & conceptual thinking
• Attention to detail & Accuracy
• Problem solving skills
• Planning and organising skills
• Ability to work under pressure
• Communication Skills

Attributes

• Natural leadership ability
• Positive, enthusiastic attitude 
• Teamwork & task driven
• Ability to thrive under pressure
• Honesty, integrity and respect
• Initiative

Please submit your application by 13 May 2024.

Qualification and Experience

Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

Financial advice and supportAssist with production target achievementCompliancePartnership and network building

Personal Attributes

Business insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans and aligns - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

  • Investment Client Services Consultant

    4 weeks ago

    Cape Town, South Africa Six Sense Full time

    Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

  • Investment Consultant

    7 days ago

    Cape Town, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...

  • Investment Service Consultant

    4 weeks ago

    Cape Town, South Africa Belmar Personnel Full time

    Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

  • Investment Service Consultant

    1 month ago

    Cape Town, South Africa Hire Resolve Full time

    Hire Resolve's client is seeking an Investment Service Consultant! Our client is seeking a dedicated and knowledgeable individual to provide exceptional service and support to their clients in the investment industry. As an Investment Service Consultant, you will be responsible for assisting clients with their investment needs, answering inquiries, and...

  • Investment Service Consultant

    4 weeks ago

    Cape Town, South Africa Tracking Talent Full time

    The Investment Services Consultant’s role is to engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence. The company is focused on generating long-term wealth for their investors. Looking for recent Graduates with a 65% and above GPA for Matric and...

  • Investment Consultant

    7 days ago

    Cape Town, Western Cape, South Africa WTW Full time

    The RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice to...

  • Investment Consultant

    6 days ago

    Cape Town, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice...

  • Investment Consultant

    5 days ago

    Cape Town, Western Cape, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice...

  • Investment Consultant

    7 days ago

    Cape Town, Western Cape, South Africa Willis Towers Watson Full time

    Job DescriptionThe RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to...

  • Investment Consultant

    6 days ago

    Cape Town, South Africa Willis Towers Watson Full time

    Job DescriptionThe RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to...

  • Investment Consultant

    7 days ago

    Cape Town, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...

  • Investment Services Consultant

    1 week ago

    Cape Town, South Africa Status Staffing Full time

    **Western Cape**, Cape Town** **R25,000 Monthly (Pension + Medical Aid)** **A prominent, internationally acclaimed investment company in Cape Town is looking for graduates to commence employment as **Investment Service Consultants** in 2024 to build trust and confidence with clients while delivering excellent service.** **EMPLOYMENT TYPE :...

  • Retail Investment Client Services Consultant

    3 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    Overview: Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

  • Retail Investment Client Services Consultant

    1 month ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

  • Graduate Investment Service Consultant

    1 month ago

    Cape Town, South Africa RPO Recruitment Full time

    RPO's client, Africa's largest privately owned investment management company, is seeking a recent graduate to join their team as an investment service consultant. As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their...

  • Client Service Consultant

    1 month ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face...

  • Client Service Consultant

    1 month ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face...

  • Client Service Manager

    3 weeks ago

    Cape Town, South Africa Vine Full time

    Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Only candidates from the financial service will be considered.This is a full-time working from home role, with flexibility offered by the Company.To...

  • Junior Investment Consultant

    5 days ago

    Cape Town, South Africa Palesa Mbali Group Full time

    **Investment Consultant**, Cape Town One of our top clients that has a reputation for being one of the best in the Finance Industry is looking to appoint an Investment Consultant who will be completing their degree this year, and will be available to start their working career 1 December 2023. This is a PERMANENT position within a Client Service Centre...

  • Operations Consultant

    1 month ago

    Cape Town, South Africa Palesa Mbali Group Full time

    Operations Consultant – Investments An International Investment & Asset Management firm that has a reputation for being one of the best in the business, are growing their operations division as business is thriving.This permanent position will be based in Cape Town.The successful candidate purpose will be to build clients’ and advisers’ trust and...