Retail Investment Service Consultant

Apply before Aug 31, 2026
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.

Job 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.
• 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

Qualifications:

• A completed or currently completing a Bachelors of Commerce or Business Science degree
• Specialisations in Finance, Economics, Investment Management, Statistics and related fields will be considered
• Suited for recent graduates and young professionals with up to 3 years of work experiene

Skills and Competencies:

Consistently strong academic record. 

This role is suited to individuals who are highly performance driven and seek new challenges.

A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.

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.

A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.

How to Apply

Apply Online for the Allan Gray Retail Investment Service Consultant