Client Services Consultant (Investments)

Client Services Consultant (Investments) role, Cape Town

As a Client Services Consultant, you'll be the point of contact for investors and their financial advisers, helping them navigate their portfolios and resolve queries with care, clarity and good judgment.

What you can expect

• Hands-on training across investment products, operations and client-facing work
• Ongoing mentorship from experienced people on the team
• A working culture built around accountability, quality and long-term thinking
• Practical experience in communication, problem-solving and financial reasoning
• A demanding but genuinely supportive environment

What we’re looking for

• A real interest in investing and how financial markets work
• A client-first mindset and a practical, solutions-driven approach
• High personal standards and a strong sense of accountability
• The ability to stay composed and adaptable under pressure

What you’ll need

• A relevant bachelor's degree (e.g. Commerce, Business Science or similar)
• A background in Investment Management, Finance, Economics, Statistics, Business Management or a related field
• Open to final-year students or graduates with up to three years' relevant experience
• Grade point average for university degree of 65% +
• Matric Maths mark of 65% +

To apply, please submit the following to ***email_hidden***

• CV, University academic transcripts, Matric certificate

Please note – only candidates being considered will be contacted