To service 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.
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 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
To build and establish relationships at all levels with internal departments to enhance
organizational effectiveness and efficiency.
To actively participate in the organisation’s continuous improvement by identifying and
proposing solutions to process and service related failures.