Retail Client Service Consultant

SUMMARY:

About the Role

POSITION INFO:
Investment Services Consultant Location: Cape Town Employment Type: Permanent Experience: Graduate \/ Early Career Key Responsibilities Provide professional and high-quality service to clients and financial advisers across various channels. Assist with client queries and provide clear, accurate information on investment products and services. Help clients better understand their investment options and make informed decisions. Build trusted relationships through effective communication and service excellence. Take ownership of client requests and ensure accurate and efficient resolution. Requirements Completed or in final year of completing a Bachelors of Commerce or Business Science degree. Relevant fields include Finance, Economics, Investment Management, Statistics, Quantitative Finance or related disciplines. Recent graduate with less than 2 years' work experience. Strong academic record, with a 65% cumulative average preferred Strong communication and interpersonal skills. Analytical and numerical ability with an affinity for numbers. Strong problem-solving skills Passion for working with people and delivering excellent client service. Performance-driven, adaptable and eager to learn. Genuine interest in investments and financial services. What We're Looking For We're looking for candidates who are curious, resilient and motivated to develop their careers in the investment industry, while making a meaningful impact through exceptional client service.