Investment service consultant
Step into a role where clear communication, steady judgement and service excellence define the experience you help deliver – one client interaction at a time.
Applications
- Applications open at intervals throughout the year
Qualification
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Final-year student or graduate with a degree in Commerce or Business Science with specialisations in Finance, Economics, Investment Management, Statistics and related fields
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GPA: 65% or higher
Duration
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Permanent role
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Your start date will depend on the intake for the role
Location
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Cape Town
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Relocation support is provided for selected new starters, as needed
Service that builds trust.
Investment service consultants support clients and financial advisers daily by helping them understand our products, navigate investment questions and make informed decisions.
What to expect
Responding to investment‑related queries across various servicing channels
Helping clients understand our investment philosophy and product range
Strengthening long‑term relationships with clients and financial advisers
Contributing to our goal of delivering the highest possible standard of client service
Cultivate knowledge and confidence in a
client-facing role.
As an investment service consultant, your experience grows with every phone call and email. The comprehensive training programme at the Allan Gray Academy will have you feeling ready and supported before you help your first client.
What you will gain
Confidence in engaging with clients and financial advisers
Strong written and verbal communication skills
Familiarity with the interactions that shape the client experience
Opportunities that can lead to career growth and expansion within the team and beyond it
Frequently asked questions
New investment service consultants complete a comprehensive four‑month training programme, which includes a structured blend of orientation, product education, systems training and two months in the Allan Gray Academy – an immersive environment focused on practical and functional learning.
Our training programme is designed to help strengthen your understanding of our products, long‑term investment philosophy and servicing processes, while building the communication skills and confidence needed to support clients across multiple channels.
You will assist clients and financial advisers with investment‑related questions and queries, explain our products, provide guidance on processes and ensure that every interaction reflects the high‑quality service we strive for.
A candidate for this role should either be a final-year student or graduate with a degree in Commerce or Business Science with specialisations in Finance, Economics, Investment Management, Statistics and related fields, obtained with a grade point average of 65% or higher. A consistently strong academic record from your National Senior Certificate, including exceptional performance in Mathematics and quantitative disciplines, is essential.
The investment service consultant role is ideal for people who enjoy engaging with others, communicate clearly, respond thoughtfully under pressure and carry a service‑oriented attitude. Curiosity about investments and a willingness to learn are key.
Yes. If you are hired as an investment service consultant and you live more than 100 kilometres outside Cape Town, you qualify for relocation support. Travel and accommodation arrangements will be made to help you find your feet as you start your role at our office in Cape Town. We will provide more information on how this works during the onboarding process.
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