Cape Town: Graduate Consultant – Investment Client Services posted by Palesa Mbali Group
Posted on 2025-05-18 00:00:00
| Employer | Palesa Mbali Group |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Cape Town |
Job Summary
Purpose of the Role:
The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firms service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the organisation’s long-term investment approach.
Key Responsibilities:
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Provide service to investors, potential investors, and independent financial advisers via inbound calls, emails, and in-person interactions
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Build trust and credibility by explaining investment philosophy and long-term strategy
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Educate clients about product offerings and fund information
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Empower clients to make informed decisions through consistent communication
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Take full ownership of all client transactions and ensure accuracy of records
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Contribute to ongoing service enhancements through client feedback and problem-solving
Minimum Requirements:
-
Bachelors degree in Commerce, Business Science, Finance, Investments, Economics, Mathematics, Statistics, or a related field
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Minimum 65% in Mathematics (Matric)
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Minimum average of 70% throughout university studies
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Academic performance will be one of several criteria considered in the overall selection process
Skills and Competencies:
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High performance orientation with strong accountability
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Adaptability, resilience, and a growth mindset
- Committed to establishing a professional path in investment management
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Strong verbal and written communication skills
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Empathy and a client-focused approach
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Ability to manage complexity under pressure
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Strong attention to detail, analytical thinking, and problem-solving ability
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Passion for service excellence and relationship-building
Additional Information:
This is a graduate-level opportunity within a leading investment management firm. The role offers structured training, professional development, and career growth within a dynamic and client-focused environment.
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