Category: Investments Consulting - OF2302
Posted by: Alexander Forbes
Posted on: 11 Oct 2024
Closing date: 19 Oct 2024
Location: Sandton
Purpose Of The Job
Provide support to senior staff of Alexander Forbes Investments Delegated solutions team for their client reportbacks, as well as to senior and principal consultants on Advisory clients. Contribute to the profitability of Alexander Forbes by providing a professional, quality service to clients; client satisfaction, retention and expansion; keeping abreast of developments in industry; ensuring at all times that Alexander Forbes' standards are maintained.
Overview
Client Relationships
- Assist senior team member with reportbacks to delegated clients and/or advice clients
- Assist senior team in keeping clients updated with developments in investments
- Assist senior team in ensuring that clients understand the nature of the portfolios in which they are invested
- Developing relationships with all clients
- Following up queries and resolving problems of clients
- Regular communication and correspondence with clients, both formal and informal
- Ensuring timeous response to client queries and requests
- Maintaining existing client base
- Liaising with investment team members when necessary
- Keeping abreast of all investments developments / self-development
- Delivering of service and commitments to the client
- Remaining client focused at all times
- Maintain, service and assist on a senior team members portfolio of clients in order to add value to the clients, and to achieve client satisfaction
- Support the deliverables associated with presentation reportbacks relating to economics and investment performance
- Act as the interface between the client and other internal departments
- Ensure that all FAIS requirements are met when advising and providing intermediary services to clients
- Getting internal input to ensure ultimate client service and attainment of client objectives
- Liaison and communication with internal departments on issues pertaining to management of the client portfolio
- Ensuring tasks are completed to satisfaction
- Monitoring and follow up of instructions and information requests
- Display self-awareness and insight into areas of strength and development
- Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
- Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences
- Bachelor's Degree: Actuarial, financial services and investments
- CAT 1 all subcategories
- RE5
- 1 - 3 years experience in Investments/Financial services
