Client Investment Specialist (Delegated and Advisory)

 

Recruiter:

Kamo Placements

Job Ref:

JHB001014/m

Date posted:

Wednesday, August 17, 2022

Location:

Sandton, South Africa

Salary:

Annually


JOB SUMMARY:
Investment report backs on the company’s delegated solutions to own portfolio of clients as well as to unallocated clients.

JOB DESCRIPTION:

Job description
  • Regular communication and correspondence with clients, both formal and informal
  • Ensuring timeous response to client queries and requests within own client portfolio
  • Maintain, service and assist on own and unallocated portfolio of clients in order to add value to the clients, and to achieve client satisfaction
  • Provide report backs relating to economics and investment performance
  • Support the deliverables associated with advisory work and presentation report backs relating to economics and investment performance
  • Act as the interface between the client and other internal departments
  • Getting internal input to ensure ultimate client service and attainment of client objectives
  • Liaison and communication with internal departments on issues pertaining to management of the client portfolio
  • Displays self-awareness and insight into areas of strength and development
  • Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
  • Constructively speaks up about any TCF short-coming in any part of the business
REQUIREMENTS:
Education and Experience
  • Bachelor’s degree in actuarial, investments, finance, economics, etc.
  • 4 - 7 years relevant experience.
  • Studying towards CFP, CFA, Actuary, MBA – preferred
FAIS Fit and Proper Requirements
  • No criminal record
  • Class of business completed
  • RE5 completed

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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