Investment Client Relations Lead

JVR Software; Johannesburg; Sur place; ZAR 405 000 - 495 000; Plein temps

Résumé du poste

JVR Software in Gauteng is seeking an experienced investment professional to accelerate their career within a leading investment environment. The role combines investment expertise, adviser engagement, relationship management, technology training and strategic problem solving.

You’ll work directly with financial advisers, becoming a trusted technical resource, and collaborate with investment, operations and technology teams to deliver an exceptional client experience.

Qualifications

• Completed BCom Honours (Investment Management)
• Min 4 years’ client relationship experience within Asset Management, Investment Management or Wealth Management
• Experience working with Financial Advisers
• Excellent communication and presentation skills
• Strong academic track record

Responsabilités

• Investment expertise
• Adviser engagement
• Relationship management
• Technology training
• Strategic problem solving

Connaissances

Client relationship management

Communication & presentation

Investment management knowledge

Adviser engagement

Formation

BCom Honours (Investment Management)

Description du poste

JVR Software in Gauteng is seeking an experienced investment professional to accelerate their career within a leading investment environment. The role combines investment expertise, adviser engagement, relationship management, technology training and strategic problem solving.

You’ll work directly with financial advisers, becoming a trusted technical resource, and collaborate with investment, operations and technology teams to deliver an exceptional client experience.