Allan Gray: Investment Service Consultant

Allan Gray

Location
Cape Town, Western Cape
Minimum qualification
Bachelor's degree
Closing date

First listed . Last checked at source .

In brief

**Overview** This role as an Investment Service Consultant at Allan Gray involves direct engagement with investors and financial advisers to accurately, professionally, and judiciously resolve investment-related queries. The position offers an opportunity to develop deep expertise across investments, operations, and client engagement within a high-performance, real-world environment. **What you will do** * Provide excellent service to investors, potential investors, and independent financial advisers through various channels, including inbound calls, emails, and face-to-face interactions. * Build trust and confidence by explaining Allan Gray's investment philosophy and long-term approach to investing. * Educate clients by sharing product and fund knowledge to empower them to make informed investment decisions. * Take end-to-end ownership of transactions and ensure accurate record-keeping. * Actively participate in the organization’s continuous improvement initiatives by contributing to solutions for client problems. **Requirements (from the original advert)** * A growth mindset and resilience. * High adaptability, vigour, and agility. * Empathetic and client-focused. * Strong verbal and written communication skills. * Ability to deal with complexity in a high-pressure environment. * Analytical thinking. * Attention to detail. * Problem-solving ability. * A genuine passion for people and a commitment to service excellence. * Consistently strong academic record. * A completed or currently completing a Bachelor of Commerce or Business Science degree. * Specializations in Finance, Economics, Investment Management, Statistics, and related fields will be considered. **Who should apply** This role is suited to individuals who are highly performance-driven and seek new challenges. Ideal candidates are empathetic, client-focused, possess a genuine passion for people, and are committed to service excellence. **Deadline** Not specified **Reference** Original posting: https://www.graduates24.com/allan-gray-investment-service-consultant-15090 Source: graduate24

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

Job description

As an Investment Service Consultant at Allan Gray, you will work directly wtih investors and financial advisers to resolve investment-related queries with accuracy, professionalism and sound judgment You will build deep expertise across investments, operations and client engagement in a high-performance, real-world environment. Job Responsibilities: * Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. 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. Requirements: This role is suited to individuals who are highly performance driven and seek new challenges. * A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry. * The role requires high adaptability, vigour and agility. * Our consultants need to be empathetic and client focused. * Strong verbal and written communication skills are essential. * The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients. * A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients. * Consistently strong academic record. Qualifications: * A completed or currently completing a Bachelors of Commerce or Business Science degree * Specialisations in Finance, Economics, Investment Management, Statistics and related fields will be considered

Before you apply

  • Confirm the requirements and closing date on the original listing (graduate24). SPANi lists vacancies from other sites and may not reflect last-minute changes.
  • Legitimate employers do not charge application, registration or training fees.
  • Don't send your ID or bank details before you have confirmed the employer is real.

How to spot a job scam

Before you apply

  • Read the full advert and confirm you meet the minimum requirements before applying.
  • Tailor your CV headline and most recent experience to the job title and key skills.
  • Note the closing date and reference number, and keep a copy of what you submit.
  • Apply only through the employer or job board link — never pay to apply.

Similar roles

Get new banking & insurance jobs in western cape by email

Free. No account needed. Unsubscribe with one click.

We only use your email to send this alert. See our privacy policy.