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Advisor Liaison ConsultantNinety One

GautengSouth Africa
a year0 Applicants
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job description - Advisor Liaison Consultant

Key Responsibilities

  • Manage the flow of work items (Instructions, queries, requests)
  • Resolve rejections via email or telephonic
  • Manage exceptions of internal and external stakeholder
  • Log and resolve queries. Be able to give feedback on relevant
  • queries as and when needed.
  • Manage all inbound calls from IFA’s, their assistants and our administration office
  • Work collaboratively with IFA’s and all relevant stakeholders
  • Submit, track and give feedback on any instructions to Advisors and Advisor Assistants
  • Maintain agreed-upon turnaround times on all administrative tasks
  • Attend regular team meetings
  • Understand the changing servicing needs of Advisors
  • Be able to build strong relationships with internal and external stakeholders.
  • Always be supportive in offering assistance to the brokers/broker assistants and be able to   train their assistants

Candidate Requirements

Technical Knowledge and Experience:

  • Minimum 3 – 5 years of relevant industry experience
  • A business-focused degree
  • RPE/CFA/CFP will be advantageous
  • Matric qualification having passed both core mathematics and
  • English
  • Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
  • Excellent understanding and navigation of IAM systems
  • Proficient in Microsoft Office Package
  • Excellent business writing skills
  • Business Afrikaans (reading, writing and speaking) will be an
  • Advantage

Personal Attributes:

  • Able to work in a high pressurized environment
  • Able to deal with high volumes of queries and deliver in a quick turnaround time
  • Strong client service ethic
  • Able to use initiative at all times
  • Tenacity
  • Problem Solving
  • Strong Communication Skills - possesses comfort and ease on the telephone
  • Excellent interpersonal skills – ability to listen to others
  • Takes accountability for work
  • Common sense – ability to think on feet and find the answers
  • Shows pride in work, self-motivated and energy to do the job well
  • Team Player
  • Risk Aware
  • Ability to adapt to change
  • Self-motivated with an ability to inspire others
  • Self-confident and assertive
  • Attention to Detail
  • Consistent in high-quality output
  • Decision-Making Ability
  • Time management skills - able to handle pressure, multitask, organize and prioritise
  • Resilience
  • Conflict Handling

Risk and Compliance Responsibilities

  • Adhering to the Code of Ethics and related policies, including personal account dealing, gifts, market abuse, etc.
  • Ensuring Compliance training, declarations and relevant forms are completed on a timely basis
  • Ensuring that firm and client data and property, including IT data, are properly protected
  • Reporting any possible and actual breaches, errors, complaints, or conduct issues.
  • Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime such as market abuse


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We are an independent, active global asset manager,the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors, and individuals.

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