DescriptionThe consultant will provide intermediary services (administrative and marketing) and Product advice across the client sets of both the Investment and Life Insurance products offered to Investec Private Bank ClientsThe ResultThe consultant will provide intermediary services (administrative and marketing) and product advice across the client sets of both stated businesses.
Information needs to be provided in accordance with legislative requirements.
This is specific to Investments, Life insurance and associated risk/ investment product activity Roles and responsibilities:The adviser consultant will be responsible for the following across both the Insure and Invest value proposition:• The purpose of the role is to create a client experience that feels convenient, effortless and personal.
It must feel bespoke to the client.
• Product and single need advice• Leads management and triage of these leads to the correct service channel• Proactive sales and campaign management• Client service - online navigation and query management.
• The consultant is to be a highly self-motivated individual with strong relationship managing and communication skills.Experience, skill and capability.• Experience in the client service environment, advantageous• Able to thrive under constant pressure• Relationship management skills• Accuracy and attention to detail for all relevant work types• Ability to organize and prioritize• Team player• To act with integrity at all times, embrace the philosophy of treating our customers fairly and deliver on our client experience principles• The Adviser consultant will need to be FAIS accredited over a period of time to provide the required level of advice to clients• Embrace omni-channel and technology• Proactive when it comes to providing feedback systems, processes, products and client experience• Willingness to go extra mile for clients Investec Culture At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.We value individuals who in turn value our that is, a can-do attitude while challenging convention.Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.
We are committed to diversity and inclusion when recruiting internally and externally.