Advisor Liaison Consultant (East London) at Ninety One

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 of 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