GRADUATE INVESTMENT SERVICE CONSULTANTS – CAPE TOWN – WESTERN CAPE

Tych Business Solutions; Cape Town; On-site; ZAR 200 000 - 250 000; Full time

Job summary

A financial services firm is seeking a motivated individual to provide exceptional service to clients through effective communication and management of transactions. The ideal candidate will have a Bachelor's degree related to Finance and less than 2 years of experience. Responsibilities include educating clients and contributing to improving the client experience. This role is based in Cape Town, South Africa.

Qualifications

• Bachelor’s degree specializing in Finance, Economics, Statistics, or Business Management.
• Less than 2 years of work experience.

Responsibilities

• Deliver exceptional service to clients via calls, emails, and in-person.
• Build trust by communicating the company's investment philosophy.
• Educate clients to empower informed investment decisions.
• Manage transactions thoroughly and accurately.
• Contribute to improving client experience.

Skills

Highly driven

Analytical thinking

Client-focused

Excellent verbal communication

Resilience

Attention to detail

Problem-solving

Adaptability

Education

Bachelor’s degree in Commerce or Business Science

Job description

Responsibilities

• Deliver exceptional service to investors, potential investors, and independent financial advisers via calls, emails, and in-person interactions.
• Build trust and confidence by clearly communicating the company’s investment philosophy and long-term approach.
• Educate clients by sharing product and fund knowledge, empowering informed investment decisions.
• Manage transactions from start to finish, ensuring accuracy and meticulous record-keeping.
• Contribute to continuous improvement initiatives by identifying and implementing solutions to enhance client experience.

Requirements

• Bachelor’s degree in Commerce or Business Science, specialising in Finance, Economics, Statistics, or Business Management (or related).
• Less than 2 years of work experience

Skills & Competencies

• Highly driven and motivated, with a strong performance orientation.
• Growth mindset and resilience to navigate the dynamic financial services industry.
• Adaptable, energetic, and agile in a fast-paced environment.
• Empathetic, client-focused, and passionate about service excellence.
• Excellent verbal and written communication skills.
• Strong analytical thinking, attention to detail, and problem-solving ability.
• Ability to perform effectively under pressure and manage complexity.
• Consistently strong academic record.