Investment Service Consultant (CPT Onsite)

SUMMARY:
-

POSITION INFO:

ENVIRONMENT:

DELIVER exceptional client experiences as the next Investment Service Consultant sought by a dynamic Investment Firm. This role provides the opportunity to develop strong technical capabilities and professional credibility in an environment that values independent thinking, attention to detail and accountability You will be supported and challenged to grow, while being trusted with real responsibility from early on. Applicants must have a Bachelor’s Degree in Business Science/ Investment Management / Finance / Economics / Statistics / Business Management, etc. with excellent verbal and written communication skills and proficient with Microsoft Office Suite. You can apply if you are in your final year of study or have completed your qualification (with up to 3 years of work experience).

DUTIES:

·        Work directly with investors and financial advisers to resolve investment-related queries with accuracy, professionalism and sound judgment.

·        Build deep expertise across investments, operations and client engagement in a high-performance, real-world environment.

As part of the team, you will benefit from –

Ø  Structured training in investments. operations and client servicing.

Ø  Continuous coaching and mentorship from experienced leaders.

Ø  A culture focused on excellence, accountability and long-term thinking.

Ø  Exposure to best-in-class practices within a leading Asset Manager and investment platform.

Ø  Developing highly transferable skills in communication, problem-solving and financial acumen.

Ø  A high-performance environment that balances challenges with meaningful support.

Ø  A strong career foundation with clear progression pathways.

REQUIREMENTS:

·        A Bachelor’s Degree (Bachelor of Commerce, Bachelor of Business Science, etc.). Specialisations in Investment Management, Finance, Economics, Statistics, Business Management and related fields.

·        You can apply if you are in your final year of study or have completed your qualification (with up to 3 years of work experience).

·        Excellent verbal and written communication skills.

·        Proficiency in Microsoft Office Suite.

ATTRIBUTES:

·        A strong interest in investments and financial markets.

·        A client-centric mindset with a solutions-oriented approach.

·        High personal standards and a strong sense of ownership.

·        Adaptability and resilience in a fast-paced, high-expectation environment.

·        A genuine commitment to continuous learning and professional development.