Advisor Liaison Consultant
About us:
We started in South Africa, in '91. Back then, change was coming. Along with its challenges came the chance to invest in a better future. Our journey through that time taught us to recognise and embrace change and uncertainty. Change taught us to be bold. Resilient. Agile.
To believe that active investing can be a force for good.
Today, we manage R2.89 trillion for our clients globally. We still see the world from a different perspective. Whether it is the rise of the East or the rise of the machines, we'll always seek to make the best of it. Best for our clients, best for our company, and the best for the world we live in. We are investing for a world of change.
We began as Investec Asset Management, a small start-up based in South Africa offering domestic investment strategies. In 2020, almost three decades of growth later, we de-merged from Investec Group to become Ninety One, an independent asset manager listed on the London and Johannesburg Stock Exchanges.
While our name may have changed, we're still the same firm. We offer distinctive investment strategies spanning equities, fixed income, multi-asset, alternatives and sustainability to help institutional investors, those advising others and individuals navigate an ever-changing world. All of our employees have the opportunity to own part of the firm. We also have our founding leadership in place. Our distinctive owner culture allows us to commit to building a long-term, inter-generational business. It supports a business fully aligned with our clients' long-term investment objectives.
Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.
About the team:
Our team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client's investments. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.
In this role you will:
You should consider applying if you have:
Some of the attributes we look for in a person are:
#LI-DNI
We started in South Africa, in '91. Back then, change was coming. Along with its challenges came the chance to invest in a better future. Our journey through that time taught us to recognise and embrace change and uncertainty. Change taught us to be bold. Resilient. Agile.
To believe that active investing can be a force for good.
Today, we manage R2.89 trillion for our clients globally. We still see the world from a different perspective. Whether it is the rise of the East or the rise of the machines, we'll always seek to make the best of it. Best for our clients, best for our company, and the best for the world we live in. We are investing for a world of change.
We began as Investec Asset Management, a small start-up based in South Africa offering domestic investment strategies. In 2020, almost three decades of growth later, we de-merged from Investec Group to become Ninety One, an independent asset manager listed on the London and Johannesburg Stock Exchanges.
While our name may have changed, we're still the same firm. We offer distinctive investment strategies spanning equities, fixed income, multi-asset, alternatives and sustainability to help institutional investors, those advising others and individuals navigate an ever-changing world. All of our employees have the opportunity to own part of the firm. We also have our founding leadership in place. Our distinctive owner culture allows us to commit to building a long-term, inter-generational business. It supports a business fully aligned with our clients' long-term investment objectives.
- as at 31 December 2023
Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.
About the team:
Our team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client's investments. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.
In this role you will:
- Manage flow of work items (Instructions, queries, requests)
- Resolve rejections via email or telephonic
- Manage exceptions of internal and external stakeholder
- Log and resolve queries. Be able to give feedback on relevant queries as and when needed
- Manage all inbound calls from IFA's, their assistants, and our administration office
- Work collaboratively with IFA's and all relevant stakeholders
- Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
- Maintain agreed upon turnaround times on all administrative tasks
- Attend regular team meetings
- Understand the changing servicing needs of Advisors
- Be able to build strong relationships with internal and external stakeholders
- Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants
You should consider applying if you have:
- Minimum 3 - 5 years relevant industry experience
- A business focused degree
- RPE/CFA/CFP will be advantageous
- Matric qualification having passed both core mathematics and English
- Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
- Excellent understanding and navigation of Ninety One system
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Business Afrikaans (reading, writing, and speaking) will be an advantage
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- Driven by results
- Recognise that the engine of career growth is driven by the individual
- Ability to analyse, interpret and assimilate information
#LI-DNI
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