Graduate Consultant – Investment Client Services

Palesa Mbali Group; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading investment management firm is seeking a Graduate Investment Services Consultant to enhance client service interactions and support financial advisers. The role requires a Bachelor's degree and strong mathematical proficiency, driving impactful communication and relationship-building strategies to facilitate informed investment decisions.

Benefits

Structured training program

Professional development opportunities

Career growth in a dynamic environment

Qualifications

• Bachelor’s degree in a relevant field required.
• Strong academic performance indicated as a selection criterion.

Responsibilities

• Provide service to investors and financial advisers via calls, emails, and in-person.
• Educate clients about product offerings and fund information.
• Manage client transactions and ensure record accuracy.

Skills

Adaptability

Resilience

Verbal communication

Written communication

Analytical thinking

Problem-solving

Empathy

Attention to detail

Education

Bachelor’s degree in Commerce, Business Science, Finance, Investments, Economics, Mathematics, or Statistics

Minimum 65% in Mathematics (Matric)

Average of 70% throughout university studies

Job description

The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the organisation's long-term investment approach.

Key Responsibilities :

• Provide service to investors, potential investors, and independent financial advisers via inbound calls, emails, and in-person interactions
• Build trust and credibility by explaining investment philosophy and long-term strategy
• Educate clients about product offerings and fund information
• Empower clients to make informed decisions through consistent communication
• Take full ownership of all client transactions and ensure accuracy of records
• Contribute to ongoing service enhancements through client feedback and problem-solving

Minimum Requirements :

• Bachelor’s degree in Commerce, Business Science, Finance, Investments, Economics, Mathematics, Statistics, or a related field
• Minimum 65% in Mathematics (Matric)
• Minimum average of 70% throughout university studies
• Academic performance will be one of several criteria considered in the overall selection process

Skills and Competencies :

• High performance orientation with strong accountability
• Adaptability, resilience, and a growth mindset
• Committed to establishing a professional path in investment management
• Strong verbal and written communication skills
• Empathy and a client-focused approach
• Ability to manage complexity under pressure
• Strong attention to detail, analytical thinking, and problem-solving ability
• Passion for service excellence and relationship-building

Additional Information :

This is a graduate-level opportunity within a leading investment management firm. The role offers structured training, professional development, and career growth within a dynamic and client-focused environment.

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