Internal Consultant

Website Investec

Job Description:

Assisting with client investment proposals, records of advice and report-backs, as well as general client correspondence and record keeping

Job Responsibilities:

  • Reconciling Accounts, Query resolution and Payments.
  • Communicating with Clients (Internal & External), as well as Third Parties.
  • Collecting Client Data for account opening and investment implementation processes.
  • Capturing, Instructing & Saving investment instructions.

Job Requirements:

  • 2-3 Years experience in financial services ideally in a client servicing role.
  • Proficient in English and Afrikaans
  • Tertiary qualification in Financial and Investment Planning will be advantageous
  • Knowledge and/or experience in the processing of financial products such as Unit Trust Investments, Retirement Products & Listed Shares

Job Details:

Company: Investec

Vacancy Type: Full Time

Job Location: Winelands, Stellenbosch, South Africa

Application Deadline: N/A

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