Graduate Investment Advisor - Cape Town
Salary Negotiable
Cape Town,
Western Cape
more than 14 days ago
Are you a recent graduate looking to kick-off your career? Do you have knowledge and interest in Finance and Investment Management? A leading investment management company are looking for Graduate Investment Advisor to deliver an elevate level of service to all clients in Johannesburg and Cape Town! Does this sound like the perfect job opportunity for you? Get in touch today!
Your key responsibilities as the Graduate Investment Advisor in Cape Town and Johannesburg will include:
- Service their investors, potential investors and financial advisers with transactions and queries for all products telephonically and via written correspondence through discussion and explanation of all funds and products
- Assisting clients with process information and quotes
- Assisting clients with the tracking and follow up of transactions in progress
- Responding to queries regarding investment performance
- Clarifying and explaining investment approach and philosophy
- Ensure accurate record keeping through service related administrative tasks
- Provide assistance to the Service Support team and walk-in-centre team as and when required
- Assist with database updates and information maintenance
- Support a positive and responsive climate for client enquiry resolution
- Play a key role in the stewardship of positive client relationships and the retention of clients
- Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
- Actively participate in the organisation's continuous improvement by identifying and proposing solutions to process and service related failures
Requirements for this Graduate Investment Advisor job opportunity in Cape Town and Johannesburg:
- Relevant Bachelor’s Degree (Essential) including but not limited to; Business
- Management, Economics, Engineering, Finance, Investment Management or Statistics
- Excellent verbal and written communication skills (Essential)
- Knowledge and interest in finance and investment management
- Multilingual (Advantageous)
Your key responsibilities as the Graduate Investment Advisor in Cape Town and Johannesburg will include:
- Service their investors, potential investors and financial advisers with transactions and queries for all products telephonically and via written correspondence through discussion and explanation of all funds and products
- Assisting clients with process information and quotes
- Assisting clients with the tracking and follow up of transactions in progress
- Responding to queries regarding investment performance
- Clarifying and explaining investment approach and philosophy
- Ensure accurate record keeping through service related administrative tasks
- Provide assistance to the Service Support team and walk-in-centre team as and when required
- Assist with database updates and information maintenance
- Support a positive and responsive climate for client enquiry resolution
- Play a key role in the stewardship of positive client relationships and the retention of clients
- Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
- Actively participate in the organisation's continuous improvement by identifying and proposing solutions to process and service related failures
Requirements for this Graduate Investment Advisor job opportunity in Cape Town and Johannesburg:
- Relevant Bachelor’s Degree (Essential) including but not limited to; Business
- Management, Economics, Engineering, Finance, Investment Management or Statistics
- Excellent verbal and written communication skills (Essential)
- Knowledge and interest in finance and investment management
- Multilingual (Advantageous)