| Date | 2024-07-02 |
|---|---|
| Job Title | Customer Investment Consultant |
| Employer | Crayon More Information |
| Salary | 20000 |
| Category | Finance Accounting |
| Location |
Western Cape / Cape Town |
Job Summary
APPLY HERE: www.********.co.za
How you`ll role
An 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 do
- To 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 offered
- Assisting clients with processing information and quotes
- Assisting clients with the tracking and follow-up of transactions in progress
- Responding to queries regarding investment performance
- Clarifying and explaining investment approach and philosophy
- Ensure accurate record-keeping through service-related administrative tasks
- Assist with database updates and information maintenance
- Support a positive and responsive climate for client inquiry resolution
- Play a key role in the stewardship of positive client relationships and the retention of clients
- Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
- Actively participate in the organisation`s continuous improvement by identifying and proposing solutions to process and service-related failures
What you`ll need
- A maximum of 2 years of working experience
- A relevant bachelor`s degree with consistent or progressive results (related to investments)
- Overall university GPA 60%+
- Good matric results above 50%+, especially in maths
- A proven performance track record
- Involvement in extracurricular activities (displays initiative, ability to work in teams, leadership potential)
- Soft skills
- Sound communication and interpersonal skills
- High adaptability, vigor, resilience, agility
- Good decision-making ability
- Good self-awareness
- Good dynamic
- Service orientation ability to learn
- Analytical or problem-solving ability
What`s in it for me?
Benefits included in CTC (covered by the employee):
- Group life cover
- Disability cover
- Retirement annuity
- Medical aid
Additional 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 seminars
- Lunch is served every day, on the house
- Health and wellness with a fully equipped gym, together with personal trainers, a bio-kineticist, and a physiotherapist
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