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Investment Service Consultant
Role Description:
As an investment service consultant, you will be part of a team that is dedicated to providing superior client service, focused on building lasting relationships with clients and independent financial advisers, and well positioned to empower clients to make informed decisions about their investments.
A bachelor’s degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science, etc.)
Specializations including, but not limited to, Finance, Economics, Investments, Statistics and Business Management will be considered
As a candidate for this role, it is important that you are:
Passionate about investments
Service-oriented with a helpful attitude
Highly performance driven and open to new challenges
Curious, independent minded and skilled in problem solving
An excellent written and verbal communicator
A team player who is also committed to delivering on your own personal goals
Highly adaptable, energetic and agile to thrive in a fast-paced environment
Focused on growing personally and professionally
Allan Gray is an authorized financial services provider.
Are you interested in joining our dynamic team at Allan Gray as an investment service consultant? In this role, you will engage directly with clients, helping them to navigate investment-related queries through various servicing channels. It is the perfect opportunity to apply your academic knowledge, passion for investments and strong communication skills in a real-world setting.
As part of our team, you will benefit from:
Comprehensive training, growing your industry expertise and ability to directly impact our clients’ investment journeys
A high-energy work environment with a focus on career development
A company culture prioritizing employee wellbeing and diversity
Relocation assistance (where applicable)
Performance-driven financial rewards
Further education funding (where applicable)
Purpose of the role
Qualifications
Skills, competencies and experience