Job Description

Palesa Mbali Group Vacancies – Investment Client Services Consultant

Location: Cape Town, Western Cape
Company: Palesa Mbali Group
Job Type: Permanent
Job Sector: Financial Services

Investment Client Services Consultant – Palesa Mbali Group

Purpose of the Role
The Investment Client Services Consultant plays a vital role within the Retail Operations division, ensuring seamless processing of investment transactions while delivering exceptional support to clients and independent financial advisers. By maintaining strong client relationships and upholding service excellence, you will contribute to the company’s reputation for reliability and professionalism. This position involves collaboration with a team while also requiring independent problem-solving.

Key Responsibilities

• Process all investment-related transactions accurately, including new business (e.g., opening accounts) and existing business (e.g., contributions, withdrawals, adjustments).
• Deliver top-tier client service via phone and email engagements with clients, advisers, and internal teams.
• Maintain precise records of client interactions and transactions using internal systems.
• Ensure compliance with regulatory and legislative requirements for investment products, including Employee Benefits and Asset Management.
• Support team members and leadership with workflow management, technical inquiries, and process enhancements.

Qualifications & Experience

• A relevant business degree.
• Minimum three (3) years of relevant experience.
• Solid understanding of Employee Benefits, Pension Funds, and the Life Insurance industry.
• Exposure to the unit trust industry or asset management sector is a plus.

Key Attributes & Competencies

• High attention to detail and accuracy.
• Exceptional time management and organizational skills.
• Strong problem-solving ability with a proactive approach.
• Client-focused mindset with outstanding verbal and written communication.
• Self-driven, adaptable, and capable of thriving in a fast-paced environment.
• Intermediate proficiency in Microsoft Word and Excel.

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How to Apply

To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.

Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.

Only shortlisted candidates will be contacted.

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