Investment Service Consultant | Retail Client Services
Allan Gray
- Cape Town, Western Cape
- Permanent
- Full-time
- 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, and webchat.
- Build trust and confidence by explaining our 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.
- 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.