Graduate Consultant – Investment Client Services

Palesa Mbali Group; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading investment management firm in Cape Town seeks a Graduate Investment Services Consultant. This role involves providing exceptional service to clients and financial advisers while navigating their investment paths. Applicants should hold a relevant degree and demonstrate strong communication skills, with a commitment to service excellence and professional development.

Benefits

Structured training

Professional development

Career growth opportunities

Qualifications

• Minimum 65% in Mathematics (Matric).
• Minimum average of 70% throughout university studies.

Responsibilities

• Provide service to investors and advisers through calls, emails, and in-person.
• Build trust by explaining investment philosophy and strategy.
• Educate clients about products and fund information.
• Empower clients to make informed decisions.
• Take ownership of client transactions and ensure record accuracy.
• Contribute to service enhancements through feedback.

Skills

High performance orientation

Adaptability and resilience

Strong verbal and written communication skills

Empathy and client-focused approach

Strong attention to detail

Education

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

Job description

Purpose of the Role

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.