Job Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.
• Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
• Take end-to-end ownership of transactions and ensure accurate record-keeping.
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.

Qualifications

• A bachelor’s degree in Commerce or Business Science, specialising in (but not limited to) Finance, Economics, Statistics or Business Management.