investment service consultant

SUMMARY:
Location: Cape Town
Employment Type: Permanent
Experience: Graduate / Early Career

About Role

An exciting opportunity is available for a recent graduate to join a leading investment organisation as an Investment Service Consultant.
The role is ideal for someone who is passionate about investments, people, client service, and who is looking to build a long-term career in financial services.

POSITION INFO:

Key Responsibilities

• Provide professional and high-quality service to clients and financial advisers across various channels.
• Assist with client queries and provide clear, accurate information on investment products and services.
• Help clients better understand their investment options and make informed decisions.
• Build trusted relationships through effective communication and service excellence.
• Take ownership of client requests and ensure accurate and efficient resolution.
• Contribute to improving the overall client experience.

Requirements

• Completed or currently completing a BCom or Business Science degree.
• Relevant fields include Finance, Economics, Investment Management, Statistics, Quantitative Finance or related disciplines.
• Recent graduate with less than 3 years' work experience.
• Strong academic record, with a 65% cumulative average.
• Strong communication and interpersonal skills.
• Analytical and numerical ability with an affinity for numbers.
• Strong problem-solving skills and attention to detail.
• Passion for working with people and delivering excellent client service.
• Performance-driven, adaptable and eager to learn.
• Genuine interest in investments and financial services.

What We’re Looking For