Investment Service Consultant | Retail Client Services

About

Description

Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service. Our consultants do impactful work by empowering our clients on their investment journey. You will gain in-depth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients.

Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, inbound calls and emails, face-to-face interactions
• Build trust and confidence by explaining our investment philosophy and long-term approach to investing
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions
• Take end-to-end ownership of transactions and ensure accurate record-keeping
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems

Qualifications

• Bachelor's degree in commerce or business science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list)

Application instructions:

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