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 6 years experience in the Employee Benefits industry
Send cv to Diana Simpson: diana@gib.co.za
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