Position Name: URGENT!! RETAIL CLIENT SERVICES CONSULTANT - LIFE PRODUCTS

Description:

!! A FEW VACANCIES ARE AVAILABLE IN THIS DEPARTMENT!!

Wonderful opportunity to join one of the largest and respected Asset Management Companies

Main Duties and Responsibilities

• Handle existing client queries relating to investments in the unit trust and retirement and life product streams

• Largely office-bound role, but may be required to meet with clients offsite on occasion

• Maintenance of relationships and commission arrangements with IFA’s.

• Management of documentation iro Anti Money Laundering legislation and other static client data as required from time to time

• Managing Third Party Administrator/admin support relations

• Controlling, monitoring and supporting clients in the Company’s Online Services secure environment

• Following up with potential clients and leads

• Liaising with clients on outstanding bank recon items, unallocated deposits

• Recognising service delivery failures and managing the resolution of these

Ideal experience

• 5 Years experience providing client service to Unit Trust and Individual Retirement Product Clients

• Experience to Investor Services

• Intermediaries or graduates with outstanding academic results and knowledge of Unit Trusts and Financial Markets

• Proven track record of dealing with investors

Ideal qualifications

• Relevant Financial Degree -  or studying towards one

• or an Excellent Matric Maths symbol, plus extensive experience working with Unit Trusts

• CFP preferable

Competencies

• Must be a detailed individual with a thorough understanding of retirement products and of unit trusts, supported by the relevant qualifications / work experience
  

Systems knowledge

• MS Office.
• Client Relationship Management system experience (e.g. Saleslogix)

Remuneration: Negotiable / Market Related

Area: Western Cape

Consultant: Astrid Cox

Date Start : asap
Date End:

Position Type: Permanent

APPLY NOW!

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