New Graduates with relevant degrees
Cape Town or Johannesburg, South Africa
Leading Blue Chip Investment / Asset Management Company offers exciting opportunity for Graduates. Superior and extensive training and grooming provided.
To deliver an elevated level of service to all company clients. This includes direct clients, financial advisers and senior executives.
This role will suit candidates with less than 24 months working experience or fresh graduates with no professional working experience. Candidates need to be passionate about the investment industry, possess knowledge of economic disciplines and current trends (negotiable). Hold an honours’ degree in Finance / Accounting / BCom Law / Financial Management / BCom Management / Risk Management / Economics / Portfolio Management and Investment Analysis / Economic Sciences or degree with excellent academic results.
Candidates who hold degrees in LLB / Engineering / Geology etc and wish to pursue a career in the Investment / Finance / Asset Management industries are welcome to apply. However, you will need to motivate why you want to move into the investment industry.
Candidates must have the ability to multi-task, work in a fast-paced environment, be flexible, adaptable, possess high energy levels, strong numeric abilities, problem solving skills and understand the importance of providing exceptional Client Service.
PLEASE NOTE: This role falls within a service centre environment (a very high level environment). You are the first point of contact when a client phones into the company and as such, you are the ‘face of the company. Staff employed as Consultants are mostly young graduates who obtained well above average marks during their university careers and who have a passion for the investment industry. When clients call in, the staff member taking the call has no idea what the question or query will be. Thus, you need to keep up to date with current events that affect the markets and stock exchanges globally, understand all the company products and the various funds that clients may invest in. Please note: you are not allowed to give any financial advice – staff are not “Financial Planners or Brokers”! You may only offer information regarding the funds.
Some queries may be mundane and routine e.g. Clients wanting to switch investments, queries regarding instructions not processed eg. Client has given instruction to disinvest some of their investments which was not processed (this usually results in an irate client) and /or email deleted in error etc.
You will also have investors / potential investors call in order to discuss the latest global factors that affect the outcome of financial markets. Thus you must have a passion for the finance / economic industry. For example, you are required to keep up with the latest news and developments that affect global financial markets.
You will receive extensive and superior training viz. attend the Academy of Unit Trusts for approximately 3 months before moving into the call centre. Once in the call centre you will receive at-the-desk training and have a mentor sit by your side until such time that you are equipped to deal with calls on your own.
In this role, you will receive exposure and training in all aspects of the business, including Unit Trust, Fund of Funds, Life Funds, Regulation 28, Annuities (this is not covered by any University Course), Performance Calculation and Attribution etc. You will also be trained how to do presentations. This role prepares you for a career and growth in the Investment / Asset Management industry! There are numerous departments and divisions to move into eg. Marketing, Training and Development, HR, Legal, Risk, Business Analysis, Investment Analysis, Client Relationship Manager, Pricing, Portfolio Administration, Fund Managers etc etc.
To service investors, potential investors and financial advisers with transactions and queries for all products telephonically and via written correspondence through:
*Discussion and explanation of all funds and products offered by company.
*Assisting clients with process information and quotes.
*Assisting clients with the tracking and follow up of transactions in progress.
*Responding to queries regarding investment performance.
*Clarifying and explaining company’s investment approach and philosophy
*To ensure accurate record keeping through service related administrative tasks.
*To provide assistance to the Service Support team and walk-in-centre team as and when required.
*To assist with database updates and information maintenance.
*To support a positive and responsive climate for client enquiry resolution.
*To play a key role in the stewardship of positive client relationships and the retention of clients.
*To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
*To actively participate in the organisation's continuous improvement by identifying and proposing solutions to process and service related failures
*Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business
*Academic average of at least 62% - 65% *Management, Engineering or Law with a keen interest in Finance / Economics (Essential)
*Excellent verbal and written communication skills (Essential)
*Knowledge and interest in finance and investment management
Skills/Competencies and experience:
*Strong verbal and written communication skills
*Client focused, friendly and empathetic manner – you must understand the importance of superior client service
*Accuracy and attention to detail
*High levels of Professionalism
*Ability to relate to others
*Ability to deal with complexity.
*Ability to prioritise and function positively under pressure
*Ability to function as part of a team
*Accept accountability and take responsibility for tasks done
*Ability to work in a fast paced environment
Successful candidates based in Johannesburg will be required to relocate to Cape Town for approximately 4 – 6 months to undergo training before relocating back to Johannesburg. Candidates living in other areas can opt to work in either Cape Town or Johannesburg. However, relocating to Cape Town for training is essential. The company covers relocation costs.Apply