Graduate Investment Services Consultant – Client-Focused Excellence

Company : Allan Gray; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Allan Gray in Cape Town is seeking an Investment Service Consultant to join their team. This graduate-level permanent role targets recent graduates with less than two years of experience, offering a structured path to build client service and investment knowledge.

Consultants educate clients on their investment journey, share product and fund knowledge, and take end-to-end ownership of transactions, contributing to continuous improvement through problem solving and strong communication.

Qualifications

• Bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics, or Statistics.
• Permanent role for recent graduates with less than two years of experience.

Responsibilities

• Educate clients on their investment journey and share product and fund knowledge.
• Take end-to-end ownership of transactions and solve client problems to improve processes.

Skills

Strong communication

Analytical thinking

Attention to detail

Problem solving

Adaptability

Team collaboration

Education

Bachelor's degree in Commerce

Business Science with Finance/Investments/Economics/Mathematics/Statistics

Job description

Allan Gray in Cape Town is seeking an Investment Service Consultant to join their team. This graduate-level permanent role targets recent graduates with less than two years of experience, offering a structured path to build client service and investment knowledge.

Consultants educate clients on their investment journey, share product and fund knowledge, and take end-to-end ownership of transactions, contributing to continuous improvement through problem solving and strong communication.