Client Relations Specialist (Investment Management)

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (dealing with and engaging with Financial Advisors) within an Asset Management / Investment Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics in matric and university are also important. Your duties will include: Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company. Develop trusted relationships with clients and becoming an expert resource Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns Provide first line support t...