Investment Service Consultant - Allan Gray

Work Information
Investment Service Consultant

Minimum Experience
Business Degree

Organizational Industry
Allan Gray

Work Region
Cape Town, Western Cape

Closing Date
31 December 2022

Job Details
As a Investment Service Consultant, you will draw in and lay out enduring associations with clients and financial advisors in conveying a brilliant encounter, focused on building trust and certainty. We are centered around creating long-term wealth for our financial investors. We comprehend that even the most insightful investment philosophy makes very little difference without quality personalities to execute it, clients to profit from it, and profoundly expert and brilliant individuals to support those clients. Our enduring obligation to long-term financial planning extends to our people. To this end we mean to enlist and invest in people who are motivated and energetic about accomplishing their drawn out career objectives at our firm.

Requirements

Grade 12
Business Degree

Advantageous Qualifications

Applicable Business Degree or in your last year of studying towards your Degree (Essential)
Excellent verbal and written communication abilities (Essential)
Information and interest in finance and investment management (Advantageous)
Multilingual (Advantageous)

Work Particulars

To support Allan Gray investors, potential investors and financial advisors through our different servicing channels for example inbound calls, messages or walk-in cooperations through:
Conversation and clarification of all assets and items presented by Allan Gray.
Helping clients with process data and quotes.
Helping clients with the tracking and follow up of exchanges in the progress.
Responding to questions in regards to Investment execution.
Explaining and clarifying Allan Gray’s investment approach and philosophy.
To guarantee precise record keeping through service related administrative assignments.
To help with database updates and data maintenance.
To help a positive and responsive environment for client enquiry resolution.
To assume a critical part in the stewardship of positive client connections and the maintenance of clients.
To build and establish connections at all levels with inward offices to upgrade organizational effectiveness and proficiency.
To effectively take part in the association’s constant improvement by distinguishing and proposing solutions for cycle and administration related disappointments.