Investment Support Consultant AFM – Sandton, Gauteng(Job Number: 90178570)


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Job Description

Investment Support Consultant AFM – Sandton, Gauteng(Job Number: 90178570)

Investment Professionals
Job Section: Fund Managers Administration
Reference: 90178570

Build a career as an Investment Support Consultant

Investment Support Consultant
Verify clients’ details against information loaded on the system as per the quality internal identification process (i.e. check ID, address, and account related information).
Request proof of address from the client and/or identification in the event that FICA requirements are not adhered to.
Handling And Resolution Of Complaints / Queries
Record all queries received through multiple channels (e-mail, branches, direct from investors) in the manually created system with the correct classification for management reporting.
Send the query to the applicable department for resolution and follow up accordingly until the query is resolved.
Customer Service
Engage independently and consistently in ad hoc self-education on competitor investment philosophies, fund offering, fee structure by requesting information from the AFM product department.

Your Job Purpose:
To handle calls, resolve queries & complaints and provide unit trust product information to Absa Investment Customers.

Essential/Basic Qualifications

3 years Economic Diploma or an equivalent to NQF level 5
2 years’ experience as a Customer Consultant in a Call Centre environment
1 year experience in dealing with investment products
Knowledge of Collective Investment Schemes Act, S.A. Tax implications on the unit trust product, Investment/Financial Markets, FICA Legislation
Advanced computer literacy skills
No criminal record
You will receive valuable benefits like medical aid, pension fund, preferential banking rates, funeral cover and well -being program. You’ll also enjoy a company spirit that believes in giving our employees the freedom to do a great job, and the support to reach their ambitions in the future

Ready to Apply?
There are four stages in our application process:
Application: On our application form we ask for information like your contact details, education and work experience. You will also be required to upload a CV, so it’s a good idea to have this ready.
Online Assessments: We’ll then ask you to complete online assessments if you have passed our minimum screening criteria. You will also receive an email with the link to these assessments so you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles.
Interview: If you are successful in our assessments we will contact you to conduct a brief telephonic interview before we invite you to attend a face-to-face interview.
Outcome: Following your interview we’ll be in touch within five working days to advise you of the outcome.

For new opportunities and exposure … Apply today, and take your career to the next level.

If you have not received a response to your application in 15 days please consider your application unsuccessful.




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