Investment Consultant, Cape Town

Palesa Mbali GroupCape Town, South Africa

4 days ago

Job description

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 with a minimum of 2 years of experience in life insurance, including pensions fund.

The position is within a division responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.

The purpose of the role is to maintain a high standard of service by building strong relationships and delivering excellent client service to clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed, and that any pending instructions are followed up on. You will report to a team leader, requiring you to work collaboratively within a team while also being able to operate independently.

Responsibilities

? Checking and accurately processing all incoming or pending instructions. These include :
? New business transactions, e.g. opening a new investment account
? Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
? Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
? Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
? Knowledge of various legislative requirements relating to investment products
? Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

? Relevant business degree and / or job-related experience

? Sound knowledge of the life insurance industry (including pension funds) and / or the unit trust industry would be an advantage

Key attributes and competencies

? Accuracy and attention to detail

? Excellent time management skills

? Excellent problem-solving skills

? Client-focused with strong verbal and written communication skills

? Self-motivated and agile with the ability to function well under pressure

? Intermediate computer literacy skills in Microsoft Word or Excel

If you are interested kindly submit the following MERGED documents :

CV - highlighting work experience skills / duties

Full academic transcripts - subjects and marks from 1st to final year

Matric certificate – it does NOT need to be certified

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Consultant Cape Town • Cape Town, South Africa