Investment Service Consultant - Cape Town

Are you a recent graduate or early-career professional with a passion for finance, investments, and delivering exceptional client service? We are looking for ambitious, analytical, and client-focused individuals to join our client’s team as Investment Service Consultants.

• Deliver professional and efficient service through inbound client calls, emails, and walk-in client interactions.
• Build and maintain long-term relationships by providing exceptional client service.
• Assist clients with investment-related queries in a professional and accurate manner.
• Develop a thorough understanding of investment products, services, and industry practices.
• Provide clear, accurate, and compliant information to clients.
• Resolve client queries effectively while maintaining high service standards.
• Work collaboratively with internal teams to ensure a seamless client experience.
• Continuously develop technical knowledge and industry expertise to become an investment specialist.
• Contribute positively to a high-performance, client-centric team environment.

• Final-year undergraduate or postgraduate degree in Commerce, Business Science, or a related field, or a completed degree with 1-3 years' relevant work experience.
• Preferred majors include Finance, Economics, Investments, Mathematics, Statistics, Engineering, Business Science, or Commerce.
• Minimum overall average of 65% for both Matric and University.
• Consistent year-on-year academic progression.
• Demonstrated involvement in extra-curricular activities at school or university.
• Excellent verbal and written communication skills.
• Strong numerical and analytical ability.
• Client-service orientated with a genuine passion for helping people.
• Excellent attention to detail and organisational skills.
• Proficient in Microsoft Office.
• Strong problem-solving and critical-thinking abilities.
• Ability to work effectively within a team while remaining adaptable and resilient in a dynamic environment.

If you meet the requirements, don’t miss out on this chance to advance your career. Apply online or send your CV to Sign in to view email.

Connect with us on LinkedIn for more details.

Note: Only shortlisted candidates will be contacted and should you not hear from us within 2 weeks, please consider your application unsuccessful.