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    Operations Consultant - Cape Town, South Africa - Palesa Mbali Group

    Palesa Mbali Group
    Palesa Mbali Group Cape Town, South Africa

    Found in: Talent ZA C2 - 5 days ago

    Default job background
    Full time
    Description

    Operations Consultant – Investments

    An International Investment & Asset Management firm that has a reputation for being one of the best in the business, are growing their operations division as business is thriving.

    This permanent position will be based in Cape Town.

    The successful candidate purpose will be to build clients' and advisers' trust and confidence through providing world-class service.

    Purpose of the role

    As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.

    Responsibilities

    • Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions, and webchat.
    • Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
    • Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
    • Take end-to-end ownership of transactions and ensure accurate record-keeping.
    • Actively participate in the organisation's drive towards continuous improvement by contributing to solutions to client problems.

    Requirements

    • Completed Degree in either Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics
    • 3 months working experience in similar corporate environment
    • Computer literacy – Intermediate / Advanced Microsoft
    • Our consultants need to be empathetic and client focused.
    • Strong verbal and written communication skills are essential.

    If you are interested kindly submit the following MERGED documents:

    >Updated CV

    >Full academic TRANSCRIPTS

    > Clear copy of ID

    >MATRIC Certificate

    Closing date for applications: 31 January 2024

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