Graduates

Allan Gray; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Allan Gray is offering exciting graduate roles in Retail Client Services and Retail Operations for final-year students passionate about investments. These roles provide robust training and a dynamic work environment aiming at superior client service and personal growth. Successful candidates will engage with clients and tackle real-world challenges while building their careers in the investment industry.

Benefits

Relocation assistance for successful hires outside CPT

Qualifications

• Completion of a Bachelor's degree in relevant fields.
• Strong academic track record across matric and university.
• Specialization in Finance, Economics, Investments, Mathematics, or Engineering preferred.

Responsibilities

• Engage with clients on various investment topics and provide excellent service.
• Process client transactions and provide administrative support for investment operations.
• Maintain high service excellence in interactions with clients and financial advisers.

Skills

Service-oriented

Excellent written communication

Excellent verbal communication

Problem solving

Adaptability

Education

Bachelor's degree

Tools

Microsoft Office suite

Job description

Job Title

Graduate roles – Retail Client Services and Retail Operations

Job Description

Our graduate roles in our Retail Client Services and Operations teams are designed to provide an opportunity for young professionals to build a track record of high performance.

Each role provides the perfect opportunity to apply your academic knowledge, passion for investments and strong communication skills in a real-world setting.

As an investment service or operations consultant at Allan Gray, you will benefit from extensive training, a high-energy work environment and performance driven financial rewards while gaining industry knowledge and building a rewarding long-term career.

Your purpose as an Investment Service Consultant in Retail Client Services:

Your role as an Investment Service Consultant is to engage in intellectual and comprehensive interactions with our clients via our various servicing channels while actively participating in the firm’s drive for service excellence. Your interactions will be all encompassing and may include (but not limited to) discussions on products, processes, transactions, tax and legislative implications, our investment philosophy, industry trends and performance of our unit trust funds. You will be part of a dynamic team that is dedicated to providing superior client service, build lasting relationships with clients and independent financial advisers, and empower clients to make informed investment decisions.

Your Purpose As An Operations Consultant In Retail Operations

Our Retail Operations teams process transactions from clients and provide administrative support for the firm’s retail investment offering. Our Operations Consultants are responsible for ensuring that all incoming instructions are responded to and processed within a specific timeframe and regulatory framework. Operation consultants interact with clients and advisers to provide updates on transactions and to follow-up on any pending instructions, while maintaining a high level of service excellence.

• Allan Gray is not licensed to provide financial advice
  
  

Who These Roles Are Suited For

We are looking for final-year students who are eligible and ready to start work in South Africa between December 2025 and February 2026. Candidates should currently:

• Be completing a bachelor’s degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science, etc.)
• Have specialisations including, but not limited to, Finance, Economics, Investments, Mathematics and/or Statistics, Engineering and Business Management
• Have a strong academic track record spanning across matric and university
  
  

What You Need To Succeed

As a candidate for one of these roles, it is important that you are:

• Passionate about investments
• Service-oriented with a helpful attitude
• Highly performance driven and open to new challenges
• Curious, independent minded and skilled in problem solving
• An excellent written and verbal communicator
• A team player who is also committed to delivering on your own personal goals
• Highly adaptable, energetic and agile to thrive in a fast-paced environment
• Focused on growing personally and professionally
• Proficient in Microsoft Office suite
  
  

Location

Cape Town

Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).

Closing Date

28 August 2025