Graduate Investment Service Consultants – Cape Town – Western Cape

Responsibilities

Deliver exceptional service to investors, potential investors, and independent financial advisers via calls, emails, and in-person interactions.

Build trust and confidence by clearly communicating the company's investment philosophy and long-term approach.

Educate clients by sharing product and fund knowledge, empowering informed investment decisions.

Manage transactions from start to finish, ensuring accuracy and meticulous record-keeping.

Contribute to continuous improvement initiatives by identifying and implementing solutions to enhance client experience.

Requirements

Bachelor's degree in Commerce or Business Science, specializing in Finance, Economics, Statistics, or Business Management (or related).

Less than 2 years of work experience

Skills & Competencies

Highly driven and motivated, with a strong performance orientation.

Growth mindset and resilience to navigate the dynamic financial services industry.

Adaptable, energetic, and agile in a fast-paced environment.

Empathetic, client-focused, and passionate about service excellence.

Excellent verbal and written communication skills.

Strong analytical thinking, attention to detail, and problem-solving ability.

Ability to perform effectively under pressure and manage complexity.

Consistently strong academic record.

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