Investment Service Consultant – Retail Ops (Internship)

Spane4all; Cape Town; On-site; ZAR 56,000 - 89,000; Part time

Job summary

Allan Gray in Cape Town is seeking an Investment Service Consultant intern to support client service for clients and independent financial advisers. Based at The Silo Office, you will respond to instructions and help process transactions.

You will work under a team leader, balancing collaborative work with independent tasks, building strong client relationships and ensuring timely responses to inquiries.

Qualifications

• Relevant Business Degree and/or Job-Related Experience.
• Sound knowledge of the Life Insurance industry (including Pension Funds) and/or the Unit Trust industry would also be an advantage.

Responsibilities

• Checking and accurately processing all incoming or pending instructions
• These include: New business transactions, (eg) Opening a new investment account
• Existing business transactions, (eg) Where a client adds or withdraws money or makes changes to their investment
• Providing clients and advisers with a superior level of client service through call and email communications, (eg) Responding on time and diligently to all requests from clients, advisers and internal business teams
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of various legislative requirements relating to investment products
• Supporting members of your team and the team leader, (eg) Assisting with technical queries, workflow and processes

Education

Relevant Business Degree and/or Job-Related Experience

Job description

Allan Gray in Cape Town is seeking an Investment Service Consultant intern to support client service for clients and independent financial advisers. Based at The Silo Office, you will respond to instructions and help process transactions.

You will work under a team leader, balancing collaborative work with independent tasks, building strong client relationships and ensuring timely responses to inquiries.