Graduate Consultant – Investment Client Services

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 interactionsBuild trust and credibility by explaining investment philosophy and long-term strategyEducate clients about product offerings and fund informationEmpower clients to make informed decisions through consistent communicationTake full ownership of all client transactions and ensure accuracy of recordsContribute to ongoing service enhancements through client feedback and problem-solvingMinimum Requirements:Bachelor's degree in Commerce, Business Science, Finance, Investments, Economics, Mathematics, Statistics, or a related fieldMinimum 65% in Mathematics (Matric)Minimum average of 70% throughout university studiesAcademic performance will be one of several criteria considered in the overall selection processSkills and Competencies:High performance orientation with strong accountabilityAdaptability, resilience, and a growth mindsetCommitted to establishing a professional path in investment managementStrong verbal and written communication skillsEmpathy and a client-focused approachAbility to manage complexity under pressureStrong attention to detail, analytical thinking, and problem-solving abilityPassion for service excellence and relationship-buildingAdditional 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.