Description:
The candidate must have a completed BCom (Honours) (Investment Management or similar) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. A Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important.
Your duties will include:
- Develop trusted relationships with clients and becoming an expert resource
- Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
- Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
- Strategic and creative thinking to suggest improvements to productivity, service quality and processes
- Proactively cultivate relations and be prepared to engage socially where beneficial
- Provide expert initial and ongoing training on their custom IT system
- Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns
- Manage and leverage internal resources to meet deliverables
- Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
- Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
- Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
- Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by late January 2026, please consider your application unsuccessful.
09 Jan 2026;
from:
gumtree.co.za