Investment Service Consultant Retail Client Services

Owlwork Recruitment; Cape Town; On-site; ZAR 330 000; Full time

Job summary

A leading financial services firm seeks Investment Service Consultants in Cape Town. Ideal for recent graduates, this role offers a chance to provide exceptional client service and contribute to a dynamic team focused on growth and success. Join a supportive environment that prioritizes your development and well-being.

Qualifications

• Recent graduate with a Bachelor’s degree in Finance, Economics, Statistics, or Business Management preferred.
• Strong communication skills and a passion for service excellence.

Responsibilities

• Provide world-class service to investors and financial advisers.
• Educate clients to make informed investment decisions.
• Own client transactions from start to finish.

Skills

Communication

Empathy

Professionalism

Resilience

Solutions-driven mindset

Education

Bachelor’s degree in Commerce

Bachelor’s degree in Business Science

Job description

Are you a recent graduate with a passion for finance and client service? Ready to kickstart your career in an environment that values growth, learning, and long-term success? Owlwork Recruitment is proud to partner with a top-tier financial services firm in search of Investment Service Consultants to join their dynamic Client Services team.

Location: Cape Town
Type: Permanent, Full-Time
- CTC: R330,000 per annum
- (Performance-based salary increases available at 12 & 24 months)

What You'll Do:
- Provide world-class service to investors and financial advisers via calls, emails, and face-to-face interactions.
- Build trust by confidently explaining investment strategies and product offerings.
- Educate and empower clients to make informed investment decisions.
- Own client transactions from start to finish, ensuring accuracy and professionalism.
- Contribute to continuous improvement initiatives and client-centric solutions.

What We’re Looking For:
- A recent graduate with a Bachelor’s degree in Commerce or Business Science (Finance, Economics, Statistics, or Business Management preferred).
- Strong communication skills – both written and verbal.
- Empathy, professionalism, and a passion for service excellence.
- Resilience, agility, and a solutions-driven mindset.
- A team player who thrives in a fast-paced, client-focused environment.

Why You’ll Love It:
- Join a high-performing, inclusive team that values personal growth and meaningful work.
- Work in an environment where leadership is accessible, and your development is a priority.
- Be part of a company that truly cares about your well-being – both mental and physical.

- Ideal for graduates with under 2 years of work experience.
- Experienced candidates are welcome to apply – salary expectations will be discussed.