Job Description :
To engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence.
We are focused on generating long-term wealth for our investors. We understand that even the most intelligent investment philosophy means nothing without quality minds to execute it, clients to benefit from it, and highly professional and smart people to service those clients.
Our steadfast commitment to long-term investing extends to our people. This is why we aim to recruit and invest in individuals who are motivated and enthusiastic about achieving their long-term career goals at our firm.
To service company’s investors, potential investors and financial advisers via our various servicing channels i.e. inbound calls, emails or walk-in interactions through :
Discussion and explanation of all funds and products offered by company.
Assisting clients with process information and quotes.
Assisting clients with the tracking and follow up of transactions in progress.
Responding to queries regarding investment performance.
Clarifying and explaining company’s investment approach and philosophy.
To ensure accurate record keeping through service related administrative tasks.
To assist with database updates and information maintenance.
To support a positive and responsive climate for client enquiry resolution.
To play a key role in the stewardship of positive client relationships and the retention of clients.
To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service-related failures.
Qualifications and Experience :
Relevant business degree or studying towards one (Essential)
Excellent verbal and written communication skills (Essential)
Knowledge and interest in finance and investment management
Strong verbal and written communication skills
Client focussed, friendly and empathetic manner
High adaptability, vigour, resilience, agility
Accuracy and attention to detail
Ability to use initiative
Ability to problem-solve
Ability to deal with complexity
Ability to prioritise and function positively under pressure
Ability to function as part of a team
Accept accountability and take responsibility for tasks done
Company assists with relocation costs if not Cape Town based)