RETAIL CLIENT SERVICES CONSULTANTS

 

Recruiter:

Red Cat Recruitment

Job Ref:

RETAIL CLIENT SERVIC..

Date posted:

Sunday, August 15, 2021

Location:

CapeTown, South Africa

Salary:

To be discussed


SUMMARY:
RETAIL CLIENT SERVICES CONSULTANTS

POSITION INFO:

RedCat Recruitment has a once in a lifetime, exciting opportunity for suitably qualified, young, vibrant graduates to join an amazing company with huge career advancement opportunities.  We are on the lookout for RETAIL CLIENT SERVICES CONSULTANTS for a large concern, position will be based in the Cape Town area.

 

ARE YOU A YOUNG, VIBRANT AND CONFIDENT GRADUATE? DO YOU HAVE A PASSION FOR THE INVESTMENT / FINANCE INDUSTRY?  THIS COULD BE A BEGINNING OF AN EXCITING CAREER PATH FOR YOU!

 

JOB DESCRIPTION / REQUIREMENTS

Grade 12 (above average Maths grades).

Relevant degree (or currently studying) is essential (preferably but not limited to Commerce, Business Science, Science, Social Science).

English speaking person (must be able to read / write / speak English competently).

Strong computer skills (MS Office, Email / Internet).

Knowledge and interest in finance and investment management is essential.

Excellent telephonic skills, this position involves assisting clients telephonically, via email and walk-in interactions. Person must have clear, confident, friendly and professional telephone skills.

This position would only be suitable with someone with strong client focus and interest in investments, proven leadership and problem-solving potential, strong verbal and written communication skills, highly adaptable and resilient personality.

The person will be required to professionally assist investors, potential investors and financial advisers via various servicing channels.

Discussion and explanation of all funds and products.

Assisting clients with process information and quotes.

Assisting clients with the tracking and follow up of transactions in progress.

Responding to queries regarding investment performance.

Clarifying and explaining the company’s 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 enquiry 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 organizational effectiveness and efficiency.

For training purposes, the successful candidate would be required to work at Cape Town office for the first 6 months.

 

Salary package offered: - To be discussed

 

PLEASE ONLY APPLY IF YOU HAVE THE RELEVANT EXPERIENCE / ONLY SUITABLE CANDIDATES WILL BE CONTACTED.

 

IMPORTANT

PLEASE APPLY FOR THIS POSITION VIA OUR WEBSITE (WWW.REDCATRECRUITMENT.CO.ZA)



 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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