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  • Posted: Jan 8, 2020
    Deadline: Not specified
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  • Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexander Forbes’...
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    SENIOR CLIENT INVESTMENT SPECIALIST: LEVEL 4


    Key Performance Area's

    • Client Relationship
    • Monitoring of fees
    • Budgets and targets
    • Trustee Meetings and Investment Committee Meetings
    • Managing Portfolio of Clients
    • Facilitating and co-ordinating internal contacts
    • Management & Development of Self & Others
    • TCF

    Key Performance Area Input (method used)

    • Client Relationship
    • Secretarial functions relating to meeting attendance and minutes where required
    • Keep clients updated with developments in investments
    • Ensure that the clients’ investment strategies remains appropriate for the clients
    • Provide trustee investments training as and when required.
    • Conducting presentations and workshops for clients
    • Maintaining ongoing relationships with all clients
    • Following up queries and resolving problems of clients
    • Daily communication and correspondence with clients, both formal and informal
    • Ensuring timeous response to client queries and requests within the client portfolio
    • Maintaining existing client base
    • Ongoing client contact and interaction
    • Liaising with investment managers and other external parties when necessary
    • Keeping abreast of all investments developments / self development
    • Managing the entire process of workflow within the portfolio
    • Delivering of service and commitments to the client
    • Building maintaining a trust relationship with client
    • Remaining client focused at all times
    • Monitoring of fees
    • Ongoing reviewing of fees in line with any changes, and assessment of appropriate fee structure
    • Ensure the correct fees are being charged, and that additional work is being charged.
    • Budgets and targets
    • Setting of accurate budgets and targets for the client portfolio
    • Trustee Meetings and Investment Committee Meetings
    • Attending Trustee Meetings and Investment Committee Meetings of clients
    • Responsibility for ensuring the standard of agenda packs, minutes and consulting advice is maintained within the client portfolio
    • Attending other ad hoc meetings
    • Managing a portfolio of clients
    • Maintain, service and assist on a portfolio of clients in order to add value to the client, and to achieve client satisfaction, whilst being responsible for the managing of the client portfolio.
    • Provide advice pertaining to investments including risk, governance and compliance, legislation and pending changes which could impact on each client’s investment strategy.
    • Compile and agree on year plan with each client
    • Act as the interface between the client and other internal departments
    • Facilitating and co-coordinating internal contacts
    • Internal co-ordination and liaison to ensure ultimate client service and attainment of client objectives
    • Delegation and instruction to internal departments
    • Liaison and communication with internal departments on issues pertaining to the daily managing of the client portfolio
    • Giving input to more effective methods, and resources in assisting other internal departments to be more operationally effective in delivery on the client portfolio
    • Ensuring tasks are completed to satisfaction
    • Monitoring and follow up of instructions and information requests
    • Management & Development of Self & Others

    Self

    • Displays self awareness and insight into areas of strength and development
    • Remain abreast of new innovations and developments in the investments consulting space

    Team

    • Gives input and mentorship to the development of junior consultants supporting the servicing of the client portfolio
    • Provides honest & timely feedback on delivery, areas of strength and areas for improvement
    • Drives high performance culture: sets expectations in terms of delivery and holds them accountable for results
    • Act as mentor/coach to facilitate improved employee engagement

    TCF
    Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
    Constructively speaks up about any TCF short-coming in any part of the business

    Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences

    Technical and behavioural competencies

    TechnicalBehavioural (Interpersonal and Intrapersonal)Cognitive Competencies

    • Strong knowledge of the Investments Industry
    • Strong knowledge of Client Services
    • Advanced relationship building & networking skills at all levels
    • Excellent oral & written communication skills
    • Ability to multi-task and delegate where appropriate
    • Confident
    • Assertive
    • Ability to persuade and influence
    • Client Service Orientation
    • Ability to manage expectations
    • Self awareness
    • Resilient
    • Responsible & accountable
    • Resourceful problem solver
    • Effective Communication
    • Results- Orientated
    • Strong Business sense
    • Ability to interact with Clients
    • Creative Problem- Solvers
    • Analytical Thinking
    • Problem Solving

    Method of Application

    Interested and qualified? Go to Alexander Forbes on alexanderforbes.pnet.co.za to apply
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