Our client in the Investment Management industry is seeking high performingindependent 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 worldclass service and support.
Job Responsibilities
- Deliver exceptional service to investors potential investors and independent financial advisers through multiple channels including inbound calls emails and facetoface interactions.
- Foster trust and confidence by clearly articulating the client s investment philosophy and longterm investment strategy.
- Educate clients by providing detailed product and fund information enabling them to make wellinformed investment decisions.
- Manage transactions from start to finish ensuring precise recordkeeping and thorough documentation.
- Contribute to the organisation s commitment to continuous improvement by actively participating in developing solutions to client issues.
Requirements
Qualifications
- A Bachelors 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.
Skills and Competencies
- 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
- Ability Strong analytical thinking accuracy with strong attention to detail and problemsolving ability
- Proficient in Microsoft Office Suite
Benefits
- Relocation assistance provided for successful candidate outside of Cape Town (Ts & Cs Apply)
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. Skills and Competencies 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 Ability Strong analytical thinking, accuracy with strong attention to detail and problem-solving ability Proficient in Microsoft Office Suite