Cape Town, South Africa | Posted on 07/31/2024
Our client in the Investment Management industry is seeking high performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division.
The Investment Service Consultant position is a permanent role designed for recent graduates with less than two years of work experience. As an Investment Service Consultant, your role is to make a significant impact by guiding clients through their investment journey, building trust and confidence with clients and advisers by delivering world-class service and support.
Job Responsibilities
- Deliver exceptional service to investors, potential investors, and independent financial advisers through multiple channels, including inbound calls, emails, and face-to-face interactions.
- Foster trust and confidence by clearly articulating the client’s investment philosophy and long-term investment strategy.
- Educate clients by providing detailed product and fund information, enabling them to make well-informed investment decisions.
- Manage transactions from start to finish, ensuring precise record-keeping and thorough documentation.
- Contribute to the organisation’s commitment to continuous improvement by actively participating in developing solutions to client issues.
Requirements
Qualifications
- A Bachelor's Degree (BCom, BSc, BBusSci, BEng) - specialization includes Finance, Economics, Investments, Engineering, Mathematics and Statistics.
- Final year students who are completing a Degree, or have already completed a Degree or Honours Degree.
- Strong client focus and interest in investments.
- Highly performance driven and individually accountable.
- High adaptability, vigour, resilience, and agility.
- A genuine passion for people with high levels of empathy.
- Strong numerical, verbal and written communication skills.
- Ability to work in a team while able to work independently.
- Strong analytical thinking, accuracy with strong attention to detail and problem-solving ability.
- Proficient in Microsoft Office Suite.
- Relocation assistance provided for successful candidates outside of Cape Town (Ts & Cs Apply).
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