About this role
About the Role Our Client Service Centre at Allan Gray seeks an Investment Service Consultant to build clients’ and advisers’ trust through delivering world-class service. The role offers the opportunity to gain in-depth product knowledge and to confidently communicate Allan Gray's long-term investment philosophy to clients.
What You'll Do
- Provide excellent service to investors, potential investors and independent financial advisers via inbound calls, emails, and face-to-face interactions.
- Build trust and explain Allan Gray's 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 driving continuous improvement by contributing to solutions to client problems.
What We're Looking For
- A bachelor's degree (BCom, BSc, or BBS) with specialization in Investments, Finance, Economics, Statistics or Business Management.
- Growth mindset, resilience, adaptability, vigour, and agility; empathetic and client-focused.
- Strong verbal and written communication skills.
- Ability to handle complexity in a high-pressure environment; analytical thinking, attention to detail and problem-solving.
- Genuine passion for people and a commitment to service excellence; ability to build long-term relationships with clients.
- Consistently strong academic record.
Nice to Have
- Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).
Compensation & Benefits
- Salary range not disclosed.