Investment Service Consultant

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

Benefits offered by this job

Relocation assistance for successful hires

Job summary

Allan Gray Proprietary Limited in Cape Town is seeking an Investment Service Consultant to join their Client Service Centre. This role is perfect for recent graduates with less than 2 years of experience, who are eager to build trust with clients and independent financial advisers through exceptional service.

The Investment Service Consultant will gain in-depth product knowledge while empowering clients on their investment journeys. Key responsibilities include providing excellent service via various channels, educating clients, and managing transactions accurately.

This opportunity offers a supportive environment focused on growth and well-being.

Qualifications

• Completed or currently completing a relevant Bachelor's degree.
• Strong academic record is essential.
• Ability to handle complex situations in a high-pressure environment.

Responsibilities

• Provide excellent service to clients via calls, emails, and in-person.
• Educate clients about investment options and assist with decisions.
• Take ownership of client transactions and ensure accurate records.
• Contribute to the improvement of client service processes.

Skills

Performance driven

Growth mindset

Empathy

Verbal communication

Analytical thinking

Education

Bachelors of Commerce or Business Science degree

Job description

Career Opportunities: Investment Service Consultant | Retail Client Services (8854)

Description

The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.

Job Summary

Why should you consider Allan Gray?

At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment to long-term investing extends to our people, and we embrace diversity and offer a supportive work environment. We provide performance-based financial rewards and encourage your career and skills development. Growth is an essential part of your journey at Allan Gray. Therefore, our leaders are accessible to help you develop and set you up for a long-term career. Your physical and mental well-being are top priorities, and we provide access to services and platforms to support you in these areas.

Purpose of the role

Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.

Our consultants do impactful work by empowering our clients on their investment journey. You will gain in-depth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients.

Job Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.
• Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
• Take end-to-end ownership of transactions and ensure accurate record-keeping.
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.

Skills and Competencies

• This role is suited to individuals who are highly performance driven and seek new challenges.
• A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
• The role requires high adaptability, vigour and agility.
• Our consultants need to be empathetic and client focused.
• Strong verbal and written communication skills are essential.
• The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
• A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.
• Consistently strong academic record.

Qualifications

• A completed or currently completing a Bachelors of Commerce or Business Science degree
• Specialisations in Finance, Economics, Investment Management, Statistics and related fields will be considered

Location

Cape Town

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