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Investment Service Consultant | Retail Client Services
Job in
Cape Town, 7561, South Africa
Listed on 2026-09-01
Listing for:
Spane4all
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.
Responsibilities- Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, (ie) 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
- A bachelor's degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science), specialising in (but not limited to) Investments, Finance, Economics, Statistics and Business Management
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