Investment Service Consultant | Retail Client Services

Allan Gray; Cape Town; On-site; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player seeks an Investment Service Consultant to join their dynamic team in Cape Town. This role is perfect for recent graduates eager to make a meaningful impact in the financial services sector. You will provide world-class service to clients and independent financial advisers, building trust through effective communication and education on investment products. The company values diversity and offers a supportive environment where your growth is prioritized. With a focus on performance and well-being, this opportunity promises a fulfilling career path for those passionate about empowering clients on their investment journeys.

Benefits

Relocation Assistance

Performance-Based Financial Rewards

Career Development Opportunities

Support for Mental Well-Being

Qualifications

• Bachelor's degree in Commerce or Business Science required.
• Strong academic record and client-focused attitude essential.

Responsibilities

• Provide excellent service to investors and financial advisers.
• Build trust by explaining investment philosophy and approach.
• Educate clients to empower informed investment decisions.

Skills

Verbal Communication

Written Communication

Analytical Thinking

Problem Solving

Client Focus

Adaptability

Attention to Detail

Education

Bachelor's Degree in Commerce

Bachelor's Degree in Business Science

Job description

Job Title

Investment Service Consultant | Retail Client Services

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 bachelor's degree in Commerce or Business Science, specialising in (but not limited to) Finance, Economics, Statistics or Business Management.

Location

Cape Town

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

Closing Date

31 May 2025