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Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternat...
Job Overview
The role will entail the servicing of a broad Independent Financial Advisor network, within a specific region. Servicing will entail incoming phone calls, outbound phone calls as well as e-mail correspondence. As a servicing agent the role will require the successful candidate to be equipped to liaise with internal and external vendors or service providers in order to provide the necessary level of service required. An example of this would be Silica as the outsourced administration partner. The successful candidate’s relationship building skills with internal colleagues and external parties will be key. The Advisor Liaison Consultant role requires a good understanding of the products we offer
as well as the basic processes aligned to these products. We are a Linked Investment Service Provider (LISP) and therefore the role requires a specific product type knowledge in addition to some legislative knowledge around these products which will assist the successful candidate as a servicing agent.
Key Responsibilities
Candidate Requirements
Technical Knowledge and Experience:
Personal Attributes:
Risk and Compliance Responsibilities
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