Cape Town: Graduate: Investment Service Consultant posted by Palesa Mbali Group
Posted on 2025-05-06 00:00:00
| Employer | Palesa Mbali Group |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Cape Town |
Job Summary
Purpose of the role
Our 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 Responsibilities
- Provide 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 organization’s drive towards continuous improvement by contributing to solutions to client problems.
Skills and Competencies
- This 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, vigor 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.
Qualifications
A bachelor’s degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list).
Location
Cape Town
Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).
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