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 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 :

Skills and Competencies :

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.