Investment Service Consultant

Isilumko Staffing; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Relocation assistance

Comprehensive training & development

Exposure to investment management

Job summary

Isilumko Staffing is recruiting graduates for Investment Service Consultant roles in Cape Town. You will engage with clients on investment queries across servicing channels and build strong client relationships with advisers.

Comprehensive training will support your early career in investment services. Ideal candidates hold a Bachelor’s degree with relevant Finance/Investments/Economics/Statistics/Business Management/Maths specialisations, a 65% average, and strong Maths/Math Literacy results,

Qualifications

• Completed Bachelor's degree with relevant specialisations as listed.
• University GPA/academic average of 65% or above.
• Matric results: Mathematics 60%+ and Mathematical Literacy 70%+.
• Strong written and verbal communication skills.
• Genuine interest in investments and financial services.

Responsibilities

• Engage directly with clients and assist with investment-related queries across servicing channels.
• Deliver exceptional client service and build relationships with clients and independent financial advisers.
• Participate in comprehensive training provided by the employer.

Skills

Written communication

Verbal communication

Interest in investments

Client service orientation

Problem solving

Education

Bachelor's degree (BCom/BSc/BBS)

Specialisations: Finance, Investments, Economics, Statistics, Business Management, Mathematics

Job description

Are you a driven graduate looking to launch your career in the investment and financial services industry?

We are looking for high-performing graduates to join a leading investment management environment as Investment Service Consultants. This is an exciting opportunity to apply your academic knowledge, develop your investment expertise and gain valuable experience working directly with clients.

About the Role

As an Investment Service Consultant, you will engage directly with clients and assist them with investment-related queries across various servicing channels.

You will form part of a team committed to delivering exceptional client service, building strong relationships with clients and independent financial advisers, and helping clients make informed decisions about their investments.

Comprehensive training will be provided, making this an excellent opportunity for graduates looking to build a long-term career within the investment industry.

Minimum Requirements

• A completed Bachelor's degree, such as a Bachelor of Commerce, Bachelor of Science or Bachelor of Business Science

• Relevant specialisations may include:

  • Finance

  • Investments

  • Economics

  • Statistics

  • Business Management

  • Mathematics or other relevant disciplines

• University GPA/academic average of 65% or above

• Strong Matric results, including:

  • Mathematics: 60% or above

  • Mathematical Literacy: 70% or above

• Strong written and verbal communication skills

• A genuine interest in investments and financial services

What We’re Looking For

We are looking for graduates who are:

• Passionate about investments

• Service-oriented with a helpful, client-focused attitude

• Achievement and performance driven

• Curious, independent-minded and strong problem solvers

• Excellent written and verbal communicators

• Adaptable, energetic and comfortable in a fast-paced environment

• Team players who are equally committed to achieving their individual goals

• Focused on continuous personal and professional development

• Able to demonstrate initiative and involvement beyond their academics, such as leadership, sport, cultural activities, community involvement, tutoring or entrepreneurship

What You Can Look Forward To

• Comprehensive training and development

• Exposure to the investment management industry

• The opportunity to directly impact clients’ investment journeys

• A high-energy environment focused on career development

• Further education funding, where applicable

• Relocation assistance, where applicable

• Performance-driven financial rewards