Cape Town: Graduate Consultant – Investment Client Services posted by Palesa Mbali Group

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:

• Provide service to investors, potential investors, and independent financial advisers via inbound calls, emails, and in-person interactions
• Build trust and credibility by explaining investment philosophy and long-term strategy
• Educate clients about product offerings and fund information
• Empower clients to make informed decisions through consistent communication
• Take full ownership of all client transactions and ensure accuracy of records
• 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
• Minimum 65% in Mathematics (Matric)
• Minimum average of 70% throughout university studies
• Academic performance will be one of several criteria considered in the overall selection process

Skills and Competencies:

• High performance orientation with strong accountability
• Adaptability, resilience, and a growth mindset
• Committed to establishing a professional path in investment management
• Strong verbal and written communication skills
• Empathy and a client-focused approach
• Ability to manage complexity under pressure
• Strong attention to detail, analytical thinking, and problem-solving ability
• 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.