Investment Service Consultant
1 month ago
We are seeking a highly motivated and enthusiastic graduate to join our team as an Investment Service Consultant in the Retail Client Services Division. As a key member of our team, you will be responsible for delivering exceptional service to investors, potential investors, and independent financial advisers through multiple channels.
Key Responsibilities- Provide detailed product and fund information to clients, enabling them to make well-informed investment decisions.
- Manage transactions from start to finish, ensuring precise record-keeping and thorough documentation.
- Contribute to the organisation's commitment to continuous improvement by actively participating in developing solutions to client issues.
- Deliver exceptional service to clients through multiple channels, including inbound calls, emails, and face-to-face interactions.
Qualifications
- A Bachelor's Degree (BCom, BSc, BBusSci, BEng) - specialization includes Finance, Economics, Investments, Engineering, Mathematics and Statistics.
- Final year students who are completing a Degree, or have already completed a Degree or Honours Degree.
Skills and Competencies
- Strong client focus and interest in investments.
- Highly performance driven and individually accountable.
- High adaptability, vigour, resilience, and agility.
- A genuine passion for people with high levels of empathy.
- Strong numerical, verbal and written communication skills.
- Ability to work in a team while able to work independently.
- Ability Strong analytical thinking, accuracy with strong attention to detail and problem-solving ability.
- Proficient in Microsoft Office Suite.
- Relocation assistance provided for successful candidate outside of Cape Town (Ts & Cs Apply).
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