Investment Service Consultant

Allan Gray: Investment Service Consultant

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.

InvestmentConsulting Services

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

• Closing date: December 31, 2026