Investment Services Advisor | Client Experience & Education

Allan Gray Proprietary Limited; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Benefits offered by this job

Relocation assistance for successful hires

Job summary

Allan Gray Proprietary Limited in Cape Town is seeking an Investment Service Consultant to join their Client Service Centre. This role is perfect for recent graduates with less than 2 years of experience, who are eager to build trust with clients and independent financial advisers through exceptional service.

The Investment Service Consultant will gain in-depth product knowledge while empowering clients on their investment journeys. Key responsibilities include providing excellent service via various channels, educating clients, and managing transactions accurately.

This opportunity offers a supportive environment focused on growth and well-being.

Qualifications

• Completed or currently completing a relevant Bachelor's degree.
• Strong academic record is essential.
• Ability to handle complex situations in a high-pressure environment.

Responsibilities

• Provide excellent service to clients via calls, emails, and in-person.
• Educate clients about investment options and assist with decisions.
• Take ownership of client transactions and ensure accurate records.
• Contribute to the improvement of client service processes.

Skills

Performance driven

Growth mindset

Empathy

Verbal communication

Analytical thinking

Education

Bachelors of Commerce or Business Science degree

Job description

Allan Gray Proprietary Limited in Cape Town is seeking an Investment Service Consultant to join their Client Service Centre. This role is perfect for recent graduates with less than 2 years of experience, who are eager to build trust with clients and independent financial advisers through exceptional service.

The Investment Service Consultant will gain in-depth product knowledge while empowering clients on their investment journeys. Key responsibilities include providing excellent service via various channels, educating clients, and managing transactions accurately.

This opportunity offers a supportive environment focused on growth and well-being.