Location: Cape Town
Duration of contract: 6-months
Key Responsibilities:
- Respond to client needs with the right service and solutions.
- Build trust through expertise, showing care and humility in all interactions.
- Educate clients on subscribing and servicing their accounts.
- Help clients achieve financial goals and grow their investments.
- Own client requests end-to-end and route for alternative intervention if needed.
- Cross-sell to entrench clients and deliver value.
- Facilitate sales by highlighting product features and benefits.
- Document client needs and provide tailored product solutions.
- Obtain referrals and leads to expand our client base.
- Keep clients informed about their applications, queries, and requests.
- Educate clients on secure, cost-effective self-service channels.
- Collaborate with internal stakeholders to provide comprehensive financial solutions.
- Ensure clients feel welcome, listened to, and have their financial problems resolved.
- Contribute to the team's success through excellent service, teamwork, and personal development.
- Grow the business by achieving individual and team goals, supporting a positive client experience.
- Increase market share by engaging clients in Core+ needs discussions, salary, and debit order switching, and promoting digital platforms.
- Resolve work obstacles through team collaboration, sharing information, and performance review.
- Support the sales and service strategy by converting leads into sustainable business.
- Mitigate risks and meet legislative requirements by staying accredited and updating client information.
- Report suspicious transactions as necessary.
- Stay informed on legislation and industry changes.
- Manage risks by adhering to technical, company standards, and banking legislation.
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Higher Certificate in Banking Services (NQF5)
- 2-3 years as a Client Services Consultant in Asset Management.
- Experience with Investments, Pension Funds, Retirement Funds.
- Strong understanding of Collective Investment Schemes and Retirement products.
