Investment Service Consultant
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Job Location:
Gauteng - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Introduction
POSITION: Investment Service Consultant
INDUSTRY: Finance
SALARIES: Market-related
AREA: Cape Town Western Cape
SEND: nap
Duties & Responsibilities
Responsibilities:
- Provide excellent service to investors potential investors and independent financial advisers via our various servicing channels i.e. inbound calls and emails face-to-face interactions
- Build trust and confidence by explaining companys 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 organisations drive towards continuous improvement by contributing to solutions to client problems
Desired Experience & Qualification
Qualifications & Experience required:
- Bachelors degree in Commerce or Business Science majoring in Finance Investments Economics Mathematics or Statistics
- Less than 2 years experience in the industry
Package & Remuneration
SALARIES: Market-related
Required Experience:
Contract
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
