Investment Services Consultant Graduate

SUMMARY:
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POSITION INFO:

 Overview – Permanent Role

This role is ideal for recent graduates with a strong academic background and a keen interest in investments, client engagement, and financial markets. Successful candidates will be part of a structured development journey, gaining deep industry knowledge and building a long-term career in financial services.

Key Responsibilities

• Deliver exceptional client service across various communication channels
• Respond to and resolve client queries accurately and efficiently
• Build and maintain strong client relationships
• Apply investment knowledge to support client needs and queries
• Collaborate with internal teams to ensure seamless service delivery
• Maintain high levels of accuracy, professionalism, and attention to detail
• Participate in ongoing training and development throughout the programme
• Contribute to continuous improvement of client experience and operational processes

Minimum Requirements

• Bachelors of Commerce or Business Science degree (Specialisations/majors in Finance, Economics, Statistics, Investment Management / related fileds)
• Minimum 65% academic average
• Less than 2 years of work experience
• Interest in investments / financial markets

Skills and Attributes

• Strong analytical and problem solving ability
• High attention to detail and accuracy
• Proactive mindset
• Strong client service focus
• Excellent verbal and written communication skills
• Ability to work both independently and within a team
• Professionalism and strong interpersonal skills