Ziyana Business Consulting and Training | Full time Graduate: Investment Service Consultant Cape Town, South Africa | Posted on 03/02/2026 Our client in the Investment Management industry is seeking high-performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division. The Investment Service Consultant position is a permanent role designed for recent graduates with less than two years of work experience. As an Investment Service Consultant, your role is to make a significant impact by guiding clients through their investment journey, building trust and confidence with clients and advisersby delivering world-class service and support Duties and Responsibilities:Deliver exceptional service to investors, potential investors, and independent financial advisers through multiple channels, including inbound calls, emails, and face-to-face.Foster trust and confidence by clearly articulating the client’s investment philosophy and long-term investment strategy.Educate clients by providing detailed product and fund information, enabling them to make well-informed investment decisions.Manage transactions from start to finish, ensuring precise record-keeping and thorough documentation.Contribute to the organisation’s commitment to continuous improvement by actively participating in developing solutions to client issues. Requirements A Bachelor's Degree (BCom, BSc, BBusSci)-specialisation in Finance, Economics, Investments,Mathematics, and Statistics. #J-18808-Ljbffr
Graduate: Investment Service Consultant
ZIYANA BUSINESS CONSULTING AND TRAINING
cape town, cape town
Published 14 days ago
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