City of Johannesburg, Gauteng, South Africa
Investment Specialist with a short history of working in the financial services industry. Acquiring a number of skills every day. Completed a Bachelor’s Degree focused in Investment Management from Stellenbosch University.
- Driving sales through relationship building with existing and potential clients. - Converting of leads from marketing. - Management of escalations, non-standard investment and product enquiries. - Development of technical information required by clients and management. - Identification of process improvements and efficiencies.
- To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries for all PSG Wealth products telephonically and via written correspondence within the service levels goals. - Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents. - Assisting client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance. - Resolving internal and external queries from financial advisers and clients. - Proactively retain and attract business by providing excellent service to advisers and clients. - Support a positive and responsive climate for client enquiry resolution. - Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency. - Ensure accurate record keeping through service related administrative tasks. - Assist with database updates and information maintenance. - Actively participate in the organisation's continuous improvement by identifying and proposing solutions to system, process and service related failures. - Minimise operational errors and losses. - Apply TCF-principles in daily tasks.
Handling of operational tasks as required by the Managing Director. Assisting in research done in order to make viable property investments.