Investment Service Consultant

2 weeks ago

Cape Town, Western Cape, South Africa Allan Gray Full time

Job Title:

  • Investment Service Consultant | Retail Client Services
    Short Description:
  • The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience

Job Summary:

Why should you consider Allan Gray?

  • At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment to longterm investing extends to our people, and we embrace diversity and offer a supportive work environment. We provide performancebased financial rewards and encourage your career and skills development. Growth is an essential part of your journey at Allan Gray. Therefore, our leaders are accessible to help you develop and set you up for a longterm career. Your physical and mental wellbeing are top priorities, and we provide access to services and platforms to support you in these areas.
    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 worldclass service.
  • Our consultants do impactful work by empowering our clients on their investment journey. You will gain indepth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients.

Responsibilities:

  • Build trust and confidence by explaining our investment philosophy and longterm approach to investing.
  • Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
  • Take endtoend ownership of transactions and ensure accurate recordkeeping.
  • Actively participate in the organisation'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 everchanging needs of clients and the financial services industry.
  • The role requires high adaptability, vigour 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 highpressure environment, analytical thinking, attention to detail and problemsolving 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 longterm 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)

Closing Date:

  • 31 March 2024

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