Investment Service Consultant | Retail Client Services

Job title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : January 31, 2025Quick Recommended Links Jobs by Location Job by industries Job 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 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. 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). Accounting / Financial Services  jobs