Job Title
Client Services Consultant (Investments/Finance)
Employment Type
Full Time
2 years
R250000 to R300000
Job Published
08 March 2022
Job Reference No.

Job Description

Client Services Consultant (Investments/Finance)


Cape Town

Have you recently graduated or are you currently completing your degree/post graduate? 

Do you have a passion for investments, numbers, and finance?

Then I urge you to continue reading and CLICK APPLY. 

Stunning opportunity to launch your career with leading listed Investment Group. Reporting to a team leader and will be responsible for the delivery of an elevated level of service to high net worth clients.


  • To ensure accurate record keeping through service related administrative tasks.
  • To assist with database updates and information maintenance.
  • To support a positive and responsive climate for client enquiry resolution.
  • To play a key role in the stewardship of positive client relationships and the retention of clients.
  • To build and establish relationships at all levels with internal departments to enhance organisational
    effectiveness and efficiency.
  • To actively participate in the organisation’s continuous improvement by identifying and proposing
    solutions to process and service related failures.

Qualifications and experience:

  • Relevant business degree or studying towards one (Essential) with a minimum GPA of 65%
  • Maximum of two years working experience will be considered 
  • Excellent verbal and written communication skills (Essential)
  • Knowledge and interest in finance and investment management
  • Multilingual (Advantageous)

Please apply online, we look forward to hearing from you!