Investment Client Services Consultant

Cape Town, Western Cape, South Africa

Job Description


A well-established company is seeking an Investment Client services Consultant
The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.

Qualification:

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
Experience:
  • 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
  • A sound technical understanding of Collective Investment Schemes and Retirement product
Technical / Professional Knowledge:
  • Administrative procedures and systems
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Banking knowledge
  • Banking procedures
  • Cluster Specific Operational Knowledge
  • Business principles
  • Business terms and definitions
  • Governance, Risk and Controls
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful.
However, please keep a lookout on our website, www.sixsense.co.za for available positions which may be inline with your career aspirations.

Six Sense Consulting

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Job Detail

  • Job Id
    JD1245079
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, Western Cape, South Africa
  • Education
    Not mentioned