Customer Investment Consultant - Cape Town, South Africa - Crayon

Crayon

Verified Company

Cape Town, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

How you'll role

What you'll do

Discussion and explanation of all funds and products offered
Assisting clients with processing information and quotes
Assisting clients with the tracking and followup of transactions in progress
Responding to queries regarding investment performance
Clarifying and explaining investment approach and philosophy
Ensure accurate recordkeeping through servicerelated 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 servicerelated 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 decisionmaking ability
Good selfawareness
Good dynamic
Service orientation ability to learn
Analytical or problemsolving ability

What's in it for me?

Benefits included in CTC (covered by the employee):

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 biokineticist, and a physiotherapist