Coronation Personal Investment Validations Consultant Internship


Advertiser: Coronation
Location: Cape Town

Job Description: Validation of client applications for Local and Foreign Unit trust Products; as well as Retirement and Life products. You will also need to ensure, amongst other things, our client and intermediaries comply with FICA and FAIS at all times.

Duties & Responsibilities:
1. Validation for Retirement and Life Funds and Local and Foreign Unit Trust Products
2. Broker application processing for both Retirement and Life Products and Local and Foreign Unit Trust Products
3. Ensure that each broker is licensed to sell our Products
4. Handle existing client and broker queries relating to investments in the two product streams
5. Handling enquiries from intermediaries and broader distribution force
6. Telephonic office-bound role
7. Maintenance of relationships and commission arrangements with intermediaries.
8. Management of documentation iro FICA & FAIS legislation and other static client data as required
9. Ensure our client and intermediaries comply with FICA and FAIS at all times
10. Update client information on our CRM system
11. Management of internal relationships to ensure prompt client response
12. Constant liaising with administrator/admin support and internal client service consultants
13. Ensure clients investments are processed timeously and correctly
14. Follow up on outstanding requirements from clients and intermediaries
15. General query resolution
16. Ensure our clients comply with the Regulation 28
17. Manage the workflow system
18. Responsible to ensure that all client documentation is stored electronically
19. Coordination of Section 14 transfers
20. Coordination of Section 37 transfers
21. Follow up with all pending cases

Ideal Experience:
1. Experience not required

Ideal Qualifications:
1. Graduate or equivalent (strong in Accounting, Investment Management subjects/knowledge an advantage)

Competencies & Personality Attributes:
1. Must have an “I can” mentality – constantly looking for opportunities to exceed clients’ expectations
2. Must be a detailed individual
3. Must have a passion for financial markets and an interest in the broad investments industry
4. Must be able to work under pressure to meet deadlines.
5. Must be client and service orientated
6. Ambitious, highly energetic and keen to take advantage of opportunities that arise to become involved in additional non-core responsibilities in a dynamic environment.
7. Must have initiative and the ability to act pro-actively.
8. Must be a self starter
9. Must have excellent communication skills both verbal and written.

Closing date: Not indicated in advert

Click here to apply
Definitions:

Internship:

There are basically two types of internships:

  • The Undergraduate Internship: Usually with bigger organisations that pick undergraduates to attend the internship. It often takes places during the holidays and the average durations is a few weeks. In most cases the intern will receive some sort of stipend or salary and this type of internship may lead to a job offer to the intern once he / she is finished with their studies.
  • The Graduate Internship: This type of internship could be paid or unpaid and it is to gain practical work experience after the qualification has been completed and in a job related to the qualification. It could be from a few weeks or even one or two years long. This type of internship could also lead to permanent employment.

Learnerships:

A learnership is an occupational qualification and it consists of theory and work-based experience and practical skills, with formal assessment and a qualification. At the end of the learnership the candidate may be offered permanent employment.

In-service training:

In-service training is to gain practical work experience during studies. It usually takes place after a few years of theory has been successfully completed. It is essential work experience that is part of the qualification and the in-service training is necessary to achieve the qualification. It could be paid or unpaid.