Investment service consultant

Allan Gray Limited; Cape Town; On-site; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Relocation support

Job summary

Allan Gray Limited in Cape Town is hiring an Investment Service Consultant on a permanent basis. Final-year students or graduates with commerce/business science degrees in finance/economics/investment management are invited to apply.

The role involves supporting clients and financial advisers daily, helping them understand our products and navigate investment questions to make informed decisions. The Allan Gray Academy provides comprehensive training so you feel ready before you assist your

Qualifications

• Final-year student or graduate with a degree in Commerce or Business Science and finance-related specialisations
• GPA: 65% or higher

Responsibilities

• Support clients and financial advisers daily by helping them understand products
• Assist clients with investment questions and informed decisions

Skills

Clear communication

Customer service

Client-facing

Decision making

Education

Commerce/Business Science degree

Job description

Step into a role where clear communication, steady judgement and service excellence define the experience you help deliver – one client interaction at a time.

• Applications open at intervals throughout the year

Qualification

Final-year student or graduate with a degree in Commerce or Business Science with specialisations in Finance, Economics, Investment Management, Statistics and related fields

GPA: 65% or higher

Duration

Permanent role

Your start date will depend on the intake for the role

Location

Cape Town

Relocation support is provided for selected new starters, as needed

Investment service consultants support clients and financial advisers daily by helping them understand our products, navigate investment questions and make informed decisions.

Cultivate knowledge and confidence in a client-facing role.

As an investment service consultant, your experience grows with every phone call and email. The comprehensive training programme at the Allan Gray Academy will have you feeling ready and supported before you help your first client.

Build your career with us.

If this sounds exciting, this may be the right team for you. Download the full investment service consultant guide to explore the responsibilities, expectations and team environment.

View our full range of opportunities and find the right pathway for you.