Portfolio Optimisation Consultant

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join us and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, we offers opportunities, support and rewards that will take you further.

We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth.

We are currently seeking a high calibre professional to join our team as a Portfolio Optimisation Consultant

In this role you will:

1. Adopt a needs-based approach to advise and provide recommendations in line with customers’ financial objectives and their other financial needs
2. Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions
3. Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice
4. Share our company Customer Propositions, encourage customers to deepen relationship and cross-sell other retail products
5. Reach out to our client base with customer contacts provided by us
6. Ensure all sales and operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines
7. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

To be successful you will need:

1. Diploma/Degree qualification with relevant customer service experience
2. New graduate and/or with proven sales experience is a plus
3. Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
4. Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. We reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.