Operations Consultant - Investments - South Africa
Operations Consultant – Investments An International Investment & Asset Management firm that has a reputation for being one of the best in the business, are growing their operations division as business is thriving. This permanent position will be based in Cape Town. The successful candidate purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service. Job Title Investment Service Consultant | Retail Client Services Job Description Why should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment to long-term investing extends to our people, and we embrace diversity and offer a supportive work environment. We provide performance-based financial rewards and encourage your career and skills development. Growth is an essential part of your journey at Allan Gray. Therefore, our leaders are accessible to help you develop and set you up for a long-term career. Your physical and mental well-being are top priorities, and we provide access to services and platforms to support you in these areas. Purpose of 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. Our consultants do impactful work by empowering our clients on their investment journey. 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. Responsibilities 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, and webchat. 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. Requirements Completed Degree in either Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics 3 months working experience in similar corporate environment Computer literacy – Intermediate / Advanced Microsoft The role requires high adaptability, vigour and agility. Our consultants need to be empathetic and client focused. Strong verbal and written communication skills are essential. The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients. If you are interested kindly submit the following MERGED documents: >Updated CV >Full academic TRANSCRIPTS > Clear copy of ID > MATRIC Certificate Closing date for applications: 31 January 2024
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