Graduate Programme : Investment Service Consultant

Cape Town, South Africa | Posted on 07/31/2024Our 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 ResponsibilitiesDeliver 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.RequirementsQualificationsA 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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