Description of the role\u00a0<\/p>\n
Main responsibilities:<\/p>\n
\tExecuting all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries
\n\tEducating clients on technology and platforms available to them to improve their investment administration experience
\n\tGathering client information \u2013 internally and externally
\n\tWorking with external vendors\/product providers and LISPs
\n\tResearching products and competitors
\n\tCompleting of ad-hoc projects and attendance of relevant training courses and client meetings where required
\n\tPreparing, printing & binding proposals and reviews\u00a0
\n\tPre-completing and formatting various documents
\n\tProviding timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records\u00a0
\n\tInitiating, facilitating & completing of platform transfer requests incl. Section 14, Section 37 & Section 42 transfers both in and out\u00a0
\n\tBuilding and maintaining strong internal and external stakeholder relationships
\n\tProblem-solving & troubleshooting to enhance clients’ experience
\n\tEfficient multi-tasking in terms of managing multiple transactions with different cut-off times and dates<\/p>\n
Qualifications & Experience<\/p>\n
\tRelevant tertiary qualification is essential (Financial Planning\/Investment Planning\/B.Com)\u00a0
\n\tBasic knowledge of tax and ability to analyse tax statements (upskill on the job if necessary)
\n\tBasic knowledge of investment products, asset allocation and risk profiles (upskill on the job if necessary)
\n\t2-3 years financial planning or wealth management experience advantageous
\n\tMS Office Suite, Advanced Excel would be advantageous<\/p>\n
Personal attributes and other requirements:<\/p>\n
\tUltra-high net worth client service orientation
\n\tExcellent verbal and written communication skills\u00a0
\n\tEntrepreneurial mindset, self-starter, independent thinker
\n\tAbility to work independently as well as within a team
\n\tOpen to learning and challenging, sharing best practices and knowledge with team
\n\tEffective time-management, planning & organisational skills, ability to prioritise & multi-task
\n\tWork beyond traditional work hours if required
\n\tAbility to work effectively under pressure, tenacious temperament
\n\tHigh attention to detail\u00a0
\n\tWell-presented and confident
\n\tStrong work ethic & pride in work, honesty & integrity
\n\tCan-do problem solving attitude
\n\tSolution-driven as opposed to task-driven
\n\tBreak China for clients & demonstrate cast-iron integrity, resulting in doing right by clients at every opportunity
\n\tInsights, interpersonal skills & meticulous planning to maintain the standard expected by Investec’s ultra-high net worth clients
\n\tCommitment to teamwork & positive influence on the team whilst fostering a culture of diversity & inclusion<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
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