Investment Consultant

About the position

Investment Consultant

Calling experienced candidates (1-2 years) with degree and good academic track record (GPA 65% and above and for matric mathematics) for excellent opportunity with reputable asset manager.

Spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our client's steadfast commitment to long-term investing extends to their people, and they embrace diversity and offer a supportive work environment. They provide performance-based financial rewards and encourage your career and skills development. Growth is an essential part of your journey, therefore, their leaders are accessible to help you develop and set you up for a long-term career. Your physical and mental well-being are top priorities, and they provide access to services and platforms to support you in these areas.

Their Client Service Centre is integral to their service offering for clients and independent financial advisers. As an Investment Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.

Their consultants are responsible for impactful work by empowering clients on their investment journey. You will gain in-depth knowledge of a range of products and develop the necessary skills to confidently communicate with and educate clients.

Job Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via various servicing channels, i.e. inbound calls and emails, face-to-face interactions, and webchat.
• Build trust and confidence by explaining the investment philosophy and long-term approach to investing.
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
• Take end-to-end ownership of transactions and ensure accurate record-keeping.
• Actively participate in the organisation's drive towards continuous improvement by contributing to solutions to client problems.

Skills and Competencies

• This role is suited to individuals who are highly performance driven and seek new challenges.
• A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
• The role requires high adaptability, vigour and agility.
• Our consultants need to be empathetic and client focused.
• Strong verbal and written communication skills are essential.
• The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
• A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.

Qualifications
A bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list).

Location
Cape Town
Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).

Please note: only shortlisted candidates will be contacted.

Desired Skills:

• 1-2 years work experience
• degree