Graduate Consultant – Investment Client Services

Recruiter:

Palesa Mbali Group

Job Ref:

2543697775

Date posted:

Tuesday, May 20, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Purpose of the Role:
The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the organisation's long-term investment approach.

Key Responsibilities:

Provide service to investors, potential investors, and independent financial advisers via inbound calls, emails, and in-person interactions
Build trust and credibility by explaining investment philosophy and long-term strategy
Educate clients about product offerings and fund information
Empower clients to make informed decisions through consistent communication
Take full ownership of all client transactions and ensure accuracy of records
Contribute to ongoing service enhancements through client feedback and problem-solving

Minimum Requirements:

Bachelor’s degree in Commerce, Business Science, Finance, Investments, Economics, Mathematics, Statistics, or a related field
Minimum 65% in Mathematics (Matric)
Minimum average of 70% throughout university studies
Academic performance will be one of several criteria considered in the overall selection process

Skills and Competencies:

High performance orientation with strong accountability
Adaptability, resilience, and a growth mindset
Committed to establishing a professional path in investment management
Strong verbal and written communication skills
Empathy and a client-focused approach
Ability to manage complexity under pressure
Strong attention to detail, analytical thinking, and problem-solving ability
Passion for service excellence and relationship-building

Additional Information:
This is a graduate-level opportunity within a leading investment management firm. The role offers structured training, professional development, and career growth within a dynamic and client-focused environment.

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