Graduate Programme : Investment Service Consultant

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.
RequirementsQualifications 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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