Senior Consultant - Stellenbosch, South Africa - PSG Wealth Distribution

PSG Wealth Distribution

Verified Company

Stellenbosch, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Job objective

Primary objective:

To deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.
Excellent technical knowledge on both risk and retirement
To ensure an effective employee benefits environment and adhere to all FAIS requirements.

Duties

Independently manage and consult on client portfolio
Establish and maintain relationships with key decision makers at the participating Employer
Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund
Effective management of service providers and adherence to PSG standard operating procedures
Prepare and conduct member presentations Individual discussion with new members explaining benefits, when required
Conduct risk and retirement rebrokes
Prepare and distribute agenda packs for meetings
Manage monthly reconciliations
Provide ongoing feedback to clients.
Arrange MANCO meeting and perform secretarial services; agenda pack preparation, minutes, actions from meetings
Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service and support.
Building key relationships with all service providers (i.e. administrators, insurers, etc.), and clients.
Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes.
Attend required internal and external forums and training courses.

Compliance to Internal Processes:

Delivering of service and commitments to clients thus building and maintaining a trust relationship with clients.
Undergo all training required.
Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports etc.

Minimum Requirements

Critical Competencies:

Core Competencies

Maintain professional internal & external relationships that meet company core values
Demonstrate technical as well as product knowledge.
Have excellent knowledge of the client value proposition and service offering.
Have a solid understanding of the employee benefits industry as well as competitors operating in this environment.
Understand how own contribution impacts on the results of a business area.
A track record of client service excellence.

Application Deadline: 2023/03/17