Job Description

LOCATION: Cape TownR HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUSGlobal private bank now seek an internal consultant to join their team.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be responsible for providing operational and administrative support to the wealth manager, as well as client information gathering internally and externally and the full financial needs analysis based on clients' needs and goals;
• You will be responsible for assisting wealth managers with managing new and existing clients. You will be responsible for drafting client investment proposals, records of advice and review packs, managing client reporting processes and account maintenance, assisting with performance calculations, as well as general client correspondence and record keeping;
• You will be responsible for managing implementation of client portfolios, including trading listed instruments and currencies;
• You will be responsible for the management of account opening maintenance and investment implementation processes.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You are a self-starter;
• You have a keen eye for detail;
• You have sound numeracy skills;
• You have strong time management skills;
• You have the ability to work effectively within a team structure;
• You have excellent communication (verbal and written) skills in English;
• You have honed problem solving skills;
• You are dynamic and energetic filled with tenacity, integrity and out of the ordinary thinking;
• You have a can-do attitude while challenging convention;
• You have diversity, competency and flexible leadership.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a relevant tertiary qualification and financial planning / investment planning qualification - this is preferred;
• You are currently enrolled in CFPxc2xae program - this would be a distinct advantage;
• You have a minimum of 2 3 years current, relevant experience in financial services ideally in a client servicing role;
• You are proficient in English - written and spoken;

You are well presented; hard working; friendly and keen to ensure this client's service is phenomenal! You will be well rewarded and join a highly respected team!

Claire Bourquin Recruitment Consultants