Investment Consultant, Cape Town

Palesa Mbali Group; Cape Town; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services firm in Cape Town is seeking an Investment Consultant to ensure high standards of client service. The role requires a minimum of 2 years of experience in life insurance, excellent communication skills, and attention to detail. Responsibilities include processing transactions and maintaining records while supporting team members. This is an excellent opportunity for a motivated professional looking to advance in the finance industry.

Qualifications

• A minimum of 2 years of experience in life insurance, including pension funds.
• Sound knowledge of the life insurance industry or unit trust industry is an advantage.

Responsibilities

• Check and process all incoming or pending instructions accurately.
• Provide superior client service through timely call and email communications.
• Maintain accurate record-keeping on internal systems.
• Support team members and assist with technical queries.

Skills

Client-focused communication

Attention to detail

Time management

Problem-solving

Intermediate computer literacy

Education

Relevant business degree

Tools

Microsoft Word

Microsoft Excel

Job description

Investment Consultant, Cape Town.

One of our top clients that has a reputation for being one of the best in the Finance Industry is looking to appoint an Investment Consultant with a minimum of 2 years of experience in life insurance, including pension funds.

The position is within a division responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.

The purpose of the role is to maintain a high standard of service by building strong relationships and delivering excellent client service to clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed, and that any pending instructions are followed up on. You will report to a team leader, requiring you to work collaboratively within a team while also being able to operate independently.

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include:
  • New business transactions, e.g. opening a new investment account
  • Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
• Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of various legislative requirements relating to investment products
• Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

• Relevant business degree and/or job-related experience
• Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

Key attributes and competencies

• Accuracy and attention to detail
• Excellent time management skills
• Excellent problem-solving skills
• Client-focused with strong verbal and written communication skills
• Self-motivated and agile with the ability to function well under pressure
• Intermediate computer literacy skills in Microsoft Word or Excel

If you are interested kindly submit the following MERGED documents:

• CV - highlighting work experience skills / duties
• Full academic transcripts - subjects and marks from 1st to final year
• Matric certificate – it does NOT need to be certified