Investment Service Consultant | Retail Client Services

Allan Gray; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading investment firm in Cape Town is looking for an Investment Service Consultant. This permanent position targets recent graduates eager to provide world-class service to clients and independent financial advisers. Responsibilities include educating clients, building trust, and ensuring accurate record-keeping. Candidates must have a strong academic background, excellent communication skills, and a client-focused approach. Relocation assistance is available for applicants outside of Cape Town.

Benefits

Relocation assistance

Performance-based financial rewards

Career development support

Qualifications

• Recent graduates with less than 2 years of work experience.
• Strong verbal and written communication skills are essential.
• A consistent strong academic record is required.

Responsibilities

• Provide excellent service to investors and advisers via calls and emails.
• Build trust by explaining the investment philosophy.
• Educate clients on products and funds.
• Take ownership of transactions and ensure record-keeping.
• Contribute to solutions for client problems.

Skills

Performance driven

Growth mindset

Resilience

Adaptability

Client focused

Strong communication skills

Analytical thinking

Attention to detail

Problem-solving ability

Passion for people

Education

Bachelor's degree in Commerce or 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 August 2025