CUSTOMER INVESTMENT CONSULTANT

APPLY HERE: https://crayon.jobs/jobs/south-africa/cape-town/customer-investment-consultant/1076 How you'll roleAn opportunity to form part of the heart-beat of a leading asset manager. As part of the Retail Client Services team, you'll be the face of the business to existing as well as prospective clients and be expected to handle queries across the entire product offering. A great platform from which to advance your career within the business and industry. You will engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience focused on building trust and confidence. Please complete your Crayon Cam video (available via your candidate dashboard) for consideration for this role. Transcripts and matric results will be required ahead of any interview with the Crayon team. Minimum GPA of 60%. What you'll doTo service investors, potential investors, and financial advisers via our various servicing channels i.e. inbound calls, emails, or walk-in interactions through:Discussion and explanation of all funds and products offeredAssisting clients with processing information and quotesAssisting clients with the tracking and follow-up of transactions in progressResponding to queries regarding investment performanceClarifying and explaining investment approach and philosophyEnsure accurate record-keeping through service-related administrative tasksAssist with database updates and information maintenanceSupport a positive and responsive climate for client inquiry resolutionPlay a key role in the stewardship of positive client relationships and the retention of clientsBuild and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiencyActively participate in the organisation's continuous improvement by identifying and proposing solutions to process and service-related failures What you'll needA maximum of 2 years of working experienceA relevant bachelor's degree with consistent or progressive results (related to investments)Overall university GPA 60%+Good matric results above 50%+, especially in mathsA proven performance track recordInvolvement in extracurricular activities (displays initiative, ability to work in teams, leadership potential)Soft skillsSound communication and interpersonal skillsHigh adaptability, vigor, resilience, agilityGood decision-making abilityGood self-awarenessGood dynamicService orientation ability to learnAnalytical or problem-solving ability What's in it for me?Benefits included in CTC (covered by the employee):Group life coverDisability coverRetirement annuityMedical aidAdditional benefits:Lucrative bonus structure (based on performance)Performance increases (these increases are integrated into the structure of the consultant model and once again based on performance)Further educational funding Internal training, workshops, and seminarsLunch is served every day, 'on the houseHealth and wellness with a fully equipped gym, together with personal trainers, a bio-kineticist, and a physiotherapistAPPLY HERE: https://crayon.jobs/jobs/south-africa/cape-town/customer-investment-consultant/1076