The position of Investment Service Consultant within Retail Client Services at Allan Gray is a permanent role aimed at recent graduates possessing less than two years of professional experience. This role is based in Cape Town and is integral to the company's client service operations.
Allan Gray is committed to fostering a dynamic work environment characterized by collaboration with knowledgeable and inspirational colleagues. The company values diversity and offers a supportive atmosphere that prioritizes both physical and mental well-being. The organization supports long-term career development, providing performance-based financial rewards and access to growth opportunities. Leaders within the company are accessible and dedicated to nurturing the development of employees, ensuring a fulfilling career trajectory.
The Investment Service Consultant will be expected to:
- Deliver exceptional service to investors, potential investors, and independent financial advisers via various channels, including inbound calls, emails, and face-to-face interactions.
- Foster trust and confidence by elucidating Allan Gray's investment philosophy and long-term strategies.
- Educate clients through comprehensive knowledge of products and funds, empowering them to make informed investment decisions.
- Assume full responsibility for transactions, ensuring meticulous record-keeping.
- Contribute actively to the company’s continuous improvement initiatives by offering solutions to client challenges.
Applicants should hold a Bachelor’s degree in Commerce or Business Science, with a focus on Finance, Investments, Economics, Mathematics, or Statistics. A strong affinity for performance-driven tasks, adaptability, and a growth mindset are essential. High levels of empathy, client focus, and excellent verbal and written communication skills are also crucial. The ability to manage complexity and pressure, coupled with analytical thinking and problem-solving abilities, are necessary for success in this role.
Allan Gray offers relocation assistance for successful candidates residing outside of Cape Town. The company is dedicated to the holistic development of its employees, providing resources and platforms to support their professional and personal growth.
Interested candidates are encouraged to apply by submitting their applications by 30 September 2024. Allan Gray is devoted to an inclusive recruitment process, ensuring alignment with its values of diversity and excellence in service delivery.
