Internal Consultant (W&I - Paarl)

Investec · Paarl, Western Cape

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Description of the role

Main responsibilities

Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries
Educating clients on technology and platforms available to them to improve their investment administration experience
Gathering client information – internally and externally
Working with external vendors/product providers and LISPs
Researching products and competitors
Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required
Preparing, printing & binding proposals and reviews
Pre-completing and formatting various documents
Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records
Initiating, facilitating & completing of platform transfer requests incl. Section 14, Section 37 & Section 42 transfers both in and out
Building and maintaining strong internal and external stakeholder relationships
Problem-solving & troubleshooting to enhance clients' experience
Efficient multi-tasking in terms of managing multiple transactions with different cut-off times and dates

Qualifications & Experience

Relevant tertiary qualification is essential Financial Planning/Investment Planning/B.Com
Basic knowledge of tax and ability to analyse tax statements upskill on the job if necessary
Basic knowledge of investment products, asset allocation and risk profiles upskill on the job if necessary
2-3 years financial planning or wealth management experience advantageous
MS Office Suite, Advanced Excel would be advantageous

Ultra-high net worth client service orientation
Excellent verbal and written communication skills
Entrepreneurial mindset, self-starter, independent thinker
Ability to work independently as well as within a team
Open to learning and challenging, sharing best practices and knowledge with team
Effective time-management, planning & organisational skills, ability to prioritise & multi-task
Work beyond traditional work hours if required
Ability to work effectively under pressure, tenacious temperament
High attention to detail
Well-presented and confident
Strong work ethic & pride in work, honesty & integrity
Can-do problem solving attitude
Solution-driven as opposed to task-driven
Break China for clients & demonstrate cast-iron integrity, resulting in doing right by clients at every opportunity
Insights, interpersonal skills & meticulous planning to maintain the standard expected by Investec's ultra-high net worth clients
Commitment to teamwork & positive influence on the team whilst fostering a culture of diversity & inclusion