Investment Consultant

  • Aquarius Recruitment Specialists
  • Johannesburg, Gauteng, South Africa
  • Apr 16, 2018
Permanent Banking Investment

Job Description

To sell and service the company’s products to internal and external intermediaries in order to meet the company’s business strategy targets.

Job Description:
• Achieve agreed-to activities through structured calling patterns based on client segmentation.
• Position company’s products by utilizing sales aids in line with the company practices
• Document client interactions according to the agreed format to complete activity reports
• Demonstrate proficient investment knowledge in product specifications and processes
• Provide feedback and escalate complaints in line with policies to mitigate risk Resolve work challenges by communicating identified challenges to specific departments for action according to policies and procedures
• Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets
• Educate and inform intermediaries by disseminating product and process information in line with the company focus areas to grow market share
• Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems
• Demonstrate understanding of intermediaries' business practices by conducting ongoing structured meetings in order to establish intermediaries' needs
• Collaborate with departments within the company by sharing information in alignment with the company’s focus areas
• Build relationships with internal suppliers by communicating according to service level agreements
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions
• Understand and embrace the company’s vision and demonstrate the values through interaction with team and stakeholders
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Preferred Qualification:
• Certified Financial Planner
• 2-3 years in financial services

Key Competencies:
• Building Customer Loyalty
• Building Trusting Relationships
• High-Impact Communication
• Managing Work
• Sales Disposition
• Technical/Professional Knowledge and Skills
Technical / Professional Knowledge:
• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge

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