Executive Retirement Fund Consultant

GIB is a leading provider of Retirement Fund Services (administration and consulting), focused on delivering tailor-made products and solutions that suit our clients’ specific needs.

The successful candidate will be required to manage relationships with clients and to ensure a high quality of Consulting Service.

KEY RESPONSIBILITIES

• Provide expert guidance and advice to high-level corporate executives and broad membership regarding their retirement funds;
• Analyse current retirement accounts, recommend investment strategies, and offer custom solutions for both executives and broad membership;
• Stay up-to-date on tax laws, retirement fund regulations and investment trends for both executive and broad membership;
• Build and maintain strong relationships with clients, adapting communication to cater to a broad audience;
• Handle financial information with the utmost confidentiality and professionalism to ensure the best outcomes for all members;
• Demonstrate strong analytical skills and in-depth knowledge of retirement planning while offering strategic, tailored advice to meet the unique needs of both executive and broad membership clients;
• For potential new clients; analyse existing arrangements, prepare proposal, present to client and implement.

QUALIFICATION AND EXPERIENCE
B Com or similar
Minimum 5 years experience in the financial services industry