Public Investment Corporation: Client Relations Specialist x2

PIC Bursary Application 2024
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17 January 2020

The Public Investment Corporation (PIC) invests funds on behalf of public sector entities including the Government Employees Pension Fund. The organisation is the largest investment manager in the country and the continent. Applications are invited from dynamic individuals for the following challenging position:

Position: Client Relations Specialist x2

Job Grade: * D1- D3 (*2)

(Ref: CRS 001 & CRS 002)

Salary: All-inclusive remuneration package negotiable

Centre: Public Investment Corporation, Pretoria

Requirements:

 Matric with National Diploma or Degree in Finance/Investment

 2 – 5 years Relevant Experience

 Investment / Finance experience

 In – depth knowledge of investments is an advantage

 RE 5 for Representatives preferable

 FAIS/ FICA knowledge

Duties:

 Building and maintaining a sound relationship with clients

 Managing a portfolio of PIC clients nationally

 Ensure accurate investment/portfolio reporting to clients (monthly and quarterly)

 Ensure client queries are resolved within client Service Level Agreements

 Preparing client presentations (PowerPoint, Excel, Word)

 Continuous involvement with existing & new clients to expand business

 Ensuring client queries are resolved within client Service Level Agreements

 Ensuring that all client data and information is 100% correct before the submissions (Reconciliation process completed within SLA’s) 2

 Conducting of Client satisfaction surveys

 Preparation of reports on all client matters to the various board sub- Committees

 Managing and maintaining of Client information (Including regulatory requirements e.g. FICA)

Competencies and skills:

 Inter-personal relations

 Communication skills (oral and written)

 Planning and managing resources

 Customer focus  Presentation skills

 Business Acumen

 Proactive thinking

 Attention to detail

Closing Date: 3 February 2020

PIC is an equal opportunities employer.

Please forward the copies of your comprehensive CV’s to Recruitment2@pic.gov.za

*Grade range is from D1 – D3* commensurate with applicable minimum requirements.

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