Investment Service Consultant | Retail Client Services

About

Description

The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.

Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, (ie) 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

Qualifications

• A bachelor's degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science), specialising in (but not limited to) Investments, Finance, Economics, Statistics and Business Management

Application instructions:

• Apply now.