Investor Line Consultant
Send a job offer directly to this candidate
I am a hard-working and driven individual who isn't afraid to face a challenge. I'm passionate about my work and I know how to get the job done. I would describe myself as an open and honest person who doesn't believe in misleading other people and tries to be fair in everything I do.I also help prepare correspondence, presentations and reports. “I'm known for being a detail-oriented, well-organized team player.
I never miss deadlines, I'm a good communicator and I can juggle multiple tasks at once
Unit Trust investments Offshore investments Tax free savings investments Estate late investments Multi-skilled - I assist on multiple email queues and taking inbound client telephone queries. *Performing various administrative tasks including customer care, and providing information on products and services. *Providing information on our asset management guidelines. *Amending of existing investments as per client request *Creating and solving new client query cases *Assisting clients with investments withdrawals online and manually. *Uploading and verifying documents
I went to Bona High School matriculated in 2009
