Asset Consulting Associate: Client-Focused Investments

Momentum Corporate; Gauteng; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Client Consultant to manage client portfolios and provide investment advice. You will work closely with clients, ensuring effective service delivery and client satisfaction. The ideal candidate should have a Bachelor's degree, 3-5 years of consulting experience, and strong analytical skills. This role is essential for maintaining relationships and achieving client financial goals.

Qualifications

• 3-5 years' consulting experience within the investment consulting environment.
• Regulatory Exam (RE5) required.
• FAIS accredited knowledge necessary.

Responsibilities

• Manage a portfolio of clients facilitating meetings and providing investment advice.
• Build and maintain effective relationships with clients.
• Engage with clients in a client-centric manner to ensure satisfaction.

Skills

Analytical thinking

Interpersonal Relationships

Presentation skills

Planning and organising

Sense of urgency

Influencing

Education

Relevant Bachelor's Degree or equivalent

Job description

A leading financial services company in South Africa is seeking a Client Consultant to manage client portfolios and provide investment advice. You will work closely with clients, ensuring effective service delivery and client satisfaction. The ideal candidate should have a Bachelor's degree, 3-5 years of consulting experience, and strong analytical skills. This role is essential for maintaining relationships and achieving client financial goals.