Advisor Liaison Consultant (Investment Management)

The candidate must have a completed BCom (Honours). Post graduate diploma in Financial Planning or CFA is an added advantage.

Minimum 3 years advisor relations experience (dealing with and engaging with Financial Advisors) within an Asset Management / Investment Management / Wealth planning environment.

Outgoing personality and excellent communication skills are essential. Strong academics in matric and university are also important.

Your duties will include

• Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company. • Develop trusted relationships with clients / advisors and becoming an expert resource • Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition • Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns • Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required) • Provide expert initial and ongoing training on their custom IT system • Manage and leverage internal resources to meet deliverables • Proactively cultivate relations and be prepared to engage socially where beneficial • Strategic and creative thinking to suggest improvements to productivity, service quality and processes • Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience • Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry. • Assist with ad hoc inter-function projects as required All interested candidates with the suitable qualifications and experience are encouraged to apply. Only shortlisted candidates will be contacted. If you have not heard from us by early September 2026, please consider your application unsuccessful.

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