Responsibilities:
• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions
• Build trust and confidence by explaining company’s investment philosophy and long-term approach to investing
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions
• Take end-to-end ownership of transactions and ensure accurate record-keeping
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems
Qualifications & Experience required:
• Bachelor's degree in commerce or business science majoring in Finance, Investments, Economics, Mathematics or Statistics
• Less than 3 years’ experience in the industry
