The role - In a nutshell :
To deliver an elevated level of service to all company clients. This includes direct clients, financial advisers and senior executives.
Successful candidates receive extensive and superior training for the first three months (as a salaried employee with full benefits).
The type of services staff provides ranges from tax, unit trusts, investments, annuities, pension funds, death claims, discussing the current economy, global events that affect the world stock markets and so on.
Some queries may be mundane and routine e.g. clients wanting to switch investments, queries regarding instructions not processed.
You will also have investors / potential investors call in order to discuss the latest global factors that affect the outcome of financial markets.
Thus you must have a passion for the finance / economic industry, knowledge of economic trends or desire to learn. For example, you are required to keep up with the latest news and developments that affect global financial markets.
You will receive exposure and training in all aspects of the business, including Unit Trust, Fund of Funds, Life Funds, Regulation 28, Annuities (this is not covered by any university course), Performance Calculation and Attribution etc.
You will also be trained on how to do presentations. This role prepares you for a career and growth in the Investment / Asset Management industry!
The average tenure in this role is approximately 18 - 24 months. Staff in this role then move on to more skilled and senior roles within the greater company. CAREER PROGRESSION
Still interested? ... read on :
Your qualifications :
You have a degree (not a diploma) in :
Bachelor of Business Science
Bachelor of Commerce
Bachelor of Science
Bachelor of Social Science (more for degrees that is a Commerce and Social Science Merged degree with a large presence of Quantitative subjects)
Final year undergrad
Keen to start studying towards a CFA qualification or have already started
University GPA : 60%
Little to no Academic fails or inconsistencies
If you are graduating at the end of 2020 / mid 2021 and meet academic criteria (GPA +60%), please do apply.
Your Matric requirements :
Preferred and advantageous)
If Maths literacy (not preferred)
We would need to see a strong quantitative presence and performance in University
Involvement & Extra Curricular
Part-Time Work / Vacation work
Full time work (formal working experience)
No more than 2 years
An excellent Matric pass mark with pure Mathematics (minimum 65% pass)
Excellent verbal and written communication skills (Essential)
Knowledge and interest in finance and investment management
Demographic : SA-born candidates only
You have the following Skills / Competencies and experience :
Strong verbal and written communication skills (business English)
Ability to deal with complexity
Client focused, friendly and empathetic manner - you must understand the importance of superior client service
High levels of professionalism
You are : Adaptable
Able to deal with complexity
Able to prioritise and function positively under pressure
A team player - ability to function as part of a team
Able to work independently
Able to relate to others
Able to accept accountability and take responsibility for tasks done
Able to perform administrative duties
Abie to work in a fast paced environment
Able to work in a healthy competitive environment
Long term focused
Creative and "out of the box" thinker
High energy levels
Ability to multi-task
Desire to continue further studies, self-development and growth
Able to work accurately and high attention to detail
What the company offers - career and development wise :
Growth - each staff member has a career development plan
Dynamic environment and workforce
Extensive and supurb training
Funds further eduational studies eg. Honours, Masters, CFC etc
Group life / Disability cover
Lucrative bonus structure (based on performance)
Performance increases (these increases are integrated into the structure of the consultant model and once again based on performance)
Internal training, workshops and seminars
Other generous benefits :
Lunch is served every day, on-the-house
Health and wellness with a fully equipped gym, together with the personal trainers, a bio-kineticist and a physiotherapist
What happens if you do not live Cape Town (Western Cape)? Relocation costs :
The company assist with relocation costs - more information on this if you are shortlisted.