Investment Service Consultant

Sabela Consulting CC; Cape Town; On-site; ZAR 340,000; Full time

Job summary

A financial services company in Cape Town is seeking an Investment Service Consultant to provide exceptional service to clients. Responsibilities include educating investors, maintaining transaction records, and participating in continuous improvement. A Bachelor's degree in Finance or related fields and less than 2 years of industry experience are required. This is a permanent position offering a salary of R340k per annum.

Qualifications

• Bachelor's degree in Commerce or Business Science with a focus on Finance, Investments, Economics, Mathematics, or Statistics.
• Less than 2 years experience in the finance industry.

Responsibilities

• Provide excellent service to investors via calls, emails, and face-to-face interactions.
• Build trust by explaining the company's investment philosophy.
• Educate clients to empower informed investment decisions.
• Take ownership of transactions with accurate record-keeping.
• Contribute to solutions for client problems.

Skills

Client service

Product and fund knowledge

Communication

Education

Bachelor's degree in Commerce or Business Science majoring in Finance

Job description

Vacancies

Investment Service Consultant - Permanent

11 September 2025

POSITION: Investment Service Consultant
INDUSTRY: Finance
SALARIES: R340k p/a
AREA: Cape Town, Western Cape
SEND: [e-mail]

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 company’s 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

Qualifications & Experience

• Bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics
• Less than 2 years’ experience in the industry