Job Title
Client Relationship Consultant (Investments)
Employment Type
Full Time
1 to 2 years
Job Published
28 November 2023
Job Reference No.

Job Description

Great opportunity to join an Asset Manager in Durban as a Client Relationship Consultant


The ideal candidate would have 1-2 years Investment / Unit Trust experience. Experience in Client Services is essential. This person should have excellent communication skills (verbal and written), a good telephone manner, be focused, organised, and meticulous. 


This is an EE designated opportunity.


As part of the Client Relationship team, some responsibilities include: 

  • Provide support and assistance with all products, services and processes
  • Relay feedback received from clients, financial advisors, and the marketplace.
  • Resolve queries from financial advisors and investors timeously. 
  • Be the liaison between the admin department and clients. 
  • Process all instructions accurately and within daily deadlines. 



You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent.

Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.