Client Investment Consultant (BCOM)

Would you like to work for South Africa’s top privately owned investment management company? If you have a passion for finance and investment as well as providing excellent customer service this position is for you. Discuss and explain products offered to high net individuals and financial advisers.

Provide an elevated level of service to all clients, investors, financial advisers and senior executives with transactions and queries for all products telephonic and via written correspondence through:

Discuss and explain all funds and products offered
Assist clients with process information and quotations
Follow up on transactions in progress
Respond to client queries regarding investment performance
Explain and clarify investment approach and philosophy
Accurate record keeping on all admin related tasks
Assist the Service Support team and walk-in center team as and when required
Accurately update client information
Provide quick and efficient customer service to all clients
Actively build and maintain relationships within the company to enhance operational efficiency
Continuously build strong, positive relationships with clients to improve overall client satisfaction and retention

Requirements

Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management (Essential)
Matric
Excellent verbal and written communication
Attention to detail, articulate and resilient personality
Passion for finance and investments with good working knowledge of the industry
Previous client service experience within a finance and investment environment

Candidates must bring strong values such as humbleness, integrity and character that transcends into their work.

Call Center Staffing
Suite 301, 3rd Floor
47 on Strand, Strand Street
Cape Town
Tel (021) 422 5933