Retail Investment Services Intern: Client Relations & Ops

Company : Allan Gray; Cape Town; On-site; ZAR 67,000 - 100,000; Part time

Job summary

Allan Gray is offering a graduate internship in Retail Client Services and Retail Operations in Cape Town. The role focuses on client service excellence, transactional processing, and relationship management with clients and independent advisers.

Selected candidates will receive structured training and leadership support, enabling a long-term career in investments with exposure to investment products and industry knowledge.

Qualifications

• Final year students currently completing an undergraduate or postgraduate degree in Commerce or Business Science, with majors in Finance, Economics, Investments, Mathematics, Statistics and Business Management
• Strong, consistent academic track record across matric and university
• Eligible to work in South Africa and able to start between December 2025 and February 2026

Responsibilities

• Collaborate within a dynamic team focused on superior client service
• Build and maintain lasting relationships with clients and independent financial advisers
• Empower clients to make well-informed investment decisions
• Process client transactions and provide administrative support for retail investments
• Ensure timely processing of incoming instructions within set timeframes and regulatory requirements
• Interact with clients and advisers to provide transaction updates
• Follow up on pending instructions to ensure completion
• Maintain a high standard of service excellence in all operations

Education

Final year student in Commerce or Business Science with majors in Finance/Economics/Investments/Mathematics/Statistics/Business Management

Job description

Allan Gray is offering a graduate internship in Retail Client Services and Retail Operations in Cape Town. The role focuses on client service excellence, transactional processing, and relationship management with clients and independent advisers.

Selected candidates will receive structured training and leadership support, enabling a long-term career in investments with exposure to investment products and industry knowledge.