Advisor Liaison Consultant (Investment Management)

SUMMARY:
Leading Investment Management company with operations throughout South Africa and internationally, seeks an experienced and dynamic candidate to liaise and engage with financial advisors.

POSITION INFO:
The candidate must have a completed BCom (Honours). Post graduate diploma in Financial Planning or CFA is an added advantage.

Minimum 3 years advisor relations experience (dealing with and engaging with Financial Advisors) within an Asset Management / Investment Management / Wealth planning environment.

Outgoing personality and excellent communication skills are essential. Strong academics in matric and university are also important.
 
Your duties will include: 

• Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
• Develop trusted relationships with clients / advisors and becoming an expert resource
• Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
• Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients’ concerns
• Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
• Provide expert initial and ongoing training on their custom IT system
• Manage and leverage internal resources to meet deliverables
• Proactively cultivate relations and be prepared to engage socially where beneficial
• Strategic and creative thinking to suggest improvements to productivity, service quality and processes
• Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
• Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
• Assist with ad hoc inter-function projects as required