Allan Gray: Retail Investment Service Consultant

As an Investment Service Consultant, you are at the forefront of building trust and confidence with clients and delivering excellent service.

You are the primary touchpoint for clients interacting and transacting with us via telephone, email, webchat and face-to-face consultations. You are able to engage in meaningful work, by empowering our clients on their investment journey, while getting access to industry leaders and development opportunities to build a long-term career at Allan Gray.

New recruits as an investment service consultant complete a four-month training programme, entailing orientation, product and systems training, and two months in the Allan Gray Academy which focuses on incubated functional training. This forms the first step to achieving your long-term ambitions.

Qualifications:

A Bachelor's degree in Commerce or Business Science majoring in:

• Finance,
• Investments,
• Economics,
• Mathematics
• or Statistics
• (this is not an exhaustive list)

Skills and Competencies

• 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.