Overview – Permanent Role This role is ideal for recent graduates with a strong academic background and a keen interest in investments, client engagement, and financial markets. Successful candidates will be part of a structured development journey, gaining deep industry knowledge and building a long-term career in financial services. Key Responsibilities Deliver exceptional client service across various communication channels Respond to and resolve client queries accurately and efficiently Build and maintain strong client relationships Apply investment knowledge to support client needs and queries Collaborate with internal teams to ensure seamless service delivery Maintain high levels of accuracy, professionalism, and attention to detail Participate in ongoing training and development throughout the programme Contribute to continuous improvement of client experience and operational processes Minimum Requirements Bachelors of Commerce or Business Science degree (Specialisations/majors in Finance, Economics, Statistics, Investment Management / related fileds) Minimum 65% academic average Less than 2 years of work experience Interest in investments / financial markets Skills and Attributes Strong analytical and problem solving ability High attention to detail and accuracy Proactive mindset Strong client service focus Excellent verbal and written communication skills Ability to work both independently and within a team Professionalism and strong interpersonal skills
Investment Services Consultant Graduate
O'BRIEN RECRUITMENT
cape town, cape town
Published 4 days ago
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