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Investment service consultant

Full-time On-site Entry Level Cape Town, ZA
Posted 2 weeks, 1 day ago 5 views 0 applications

Job Description

Step into a role where clear communication, steady judgement and service excellence define the experience you help deliver – one client interaction at a time.

Investment service consultants support clients and financial advisers daily by helping them understand our products, navigate investment questions and make informed decisions.

Responsibilities include:

  • Responding to investment‑related queries across various servicing channels
  • Helping clients understand our investment philosophy and product range
  • Strengthening long‑term relationships with clients and financial advisers
  • Contributing to our goal of delivering the highest possible standard of client service

Requirements:

  • Final-year student or graduate with a degree in Commerce or Business Science with specialisations in Finance, Economics, Investment Management, Statistics and related fields
  • GPA: 65% or higher

What you will gain:

  • Confidence in engaging with clients and financial advisers
  • Strong written and verbal communication skills
  • Familiarity with the interactions that shape the client experience
  • Opportunities that can lead to career growth and expansion within the team and beyond it
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