Investment Service Consultant | Retail Client Services

Details of the offer

Career Opportunities: Investment Service Consultant | Retail Client Services (8031)Short DescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job SummaryWhy should you consider Allan Gray?At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment to long-term investing extends to our people, and we embrace diversity and offer a supportive work environment. We provide performance-based financial rewards and encourage your career and skills development. Growth is an essential part of your journey at Allan Gray. Therefore, our leaders are accessible to help you develop and set you up for a long-term career. Your physical and mental well-being are top priorities, and we provide access to services and platforms to support you in these areas.Purpose of the roleOur Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment journey. You will gain in-depth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients.Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.Build trust and confidence by explaining our investment philosophy and long-term approach to investing.Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.Take end-to-end ownership of transactions and ensure accurate record-keeping.Actively participate in the organisation's drive towards continuous improvement by contributing to solutions to client problems.Skills and CompetenciesThis role is suited to individuals who are highly performance driven and seek new challenges.A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.The role requires high adaptability, vigour and agility.Our consultants need to be empathetic and client focused. Strong verbal and written communication skills are essential.The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.QualificationsA bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list).LocationCape TownRelocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Manager

Are you a driven Financial Manager CA(SA) with a passion for the oil and gas industry, looking for a role in Cape Town? Do you thrive in dynamic environments...


Network Recruitment - Western Cape

Published 8 days ago

Senior Equity Analyst

An exciting role has opened up for a Senior Equity Analyst based out of Cape Town. Join this exciting organisation today Experience Requirements: · 5 7 Years...


Msp Staffing Ltd - Western Cape

Published 8 days ago

Life Actuary

A reputable company in Cape Town is looking for a Life Actuary to join their company Requirements: a nearly/newly qualified actuary, Life insurance - 4 to 6 ...


Tumaini Consulting - Western Cape

Published 8 days ago

Financial Advisor

Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment ...


- Western Cape

Published 8 days ago

Built at: 2024-11-24T01:03:19.523Z