About this role
About the Role Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service. You will gain in-depth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients. What You'll Do
- 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. What We're Looking For
- Qualifications: 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.
- Suited for recent graduates and young professionals with up to 3 years of work experience.
- Growth mindset, resilience, adaptability, vigour and agility to navigate changing client needs.
- Empathetic, client-focused with strong verbal and written communication skills.
- Ability to deal with complexity in a high-pressure environment; analytical thinking, attention to detail and problem-solving ability.
- Genuine passion for people and a commitment to service excellence; ability to build long-term client relationships; consistently strong academic record.