Investment Administrator | Pretoria

Requirements

• Relevant Degree in Finance or Economics or Accounting.

• Preferred Qualification: FAIS accreditation required (RE).

• 2 - 3 years’ experience within a Sales/Service area of a financial environment.

Purpose

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Responsibilities:

• Act responsibly with work related resources in order to contribute to cost containment.

• Achieve expected financial targets and uphold associated service levels.

• Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

• Provide sound services and recommendations based on customer and client needs, current information and trends.

• Develop and manage key stakeholder relationships that enable achievement of operational objectives.

• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.

• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.

Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.

• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.

• Compile reports that track progress and guide business to make informed decisions

• Ensure effective management of the leads pipeline.