Graduate Investment Advisor in Western Cape - Initiate International

Initiate International

Initiate International was formed in 2007 with the desire to offer a new and dynamic style of recruitment. Our mission is simple: to deliver the highest standards of service through a consultative approach. We take the time to find out what you are looking for in your next career move or in your next recruitment requirement. We understand how important culture fit is, and make it one of our primary targets to match the person to the culture of a company, not just the job spec. Rapidly establishing ourselves as a recruitment partner of choice, we now work with some of the leading organisations in the world across Finance, Marketing & Communications, Information Technology and Foreign Language recruitment and Property. We offer not only a personal and professional approach, but a meticulous and detailed screening service to help you, as a recruiting manager focus on your key deliverables and to ensure you chose from the best talent available. Our consultants are all specialists within their fields, and as such have detailed knowledge of the specific industry they recruit in. They cannot only help guide you as a recruitment manager through the recruitment process, advising you from their advanced experience in their individual sectors, but they can also help you as a skilled job seeker find your next challenging position within your chosen career path. If you are searching for a key and vital employee, or looking for your next career step, contact us today to arrange a face to face meeting to discuss how we may be able to help. Recruiter from sector Human Resources

    About this job ad 6 July


  • Cape Town, City of Cape Town, Western Cape
  • Description

  • 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 (overall aggregate of 65% or above) 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 job 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-center 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:
    - Bachelor’s Degree in Business Management, Economics, Engineering, Finance, Accounting, Investment Management or Statistics
    - Overall aggregate of 65% or above (Include transcripts with your application)
    - Knowledge and interest in finance and investment management
    If you meet the above requirements for this exciting Graduate Investment Advisor job opportunity in Cape Town and Johannesburg, we would like to hear from you! Please send your CV and Transcripts through to ******************************* today! If you do not receive any feedback within 7 days of your application, please be advised that you were not successful in making the shortlist

  • Requirements

  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No


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Ad summary

  • Graduate Investment Advisor  in City of Cape Town, Western Cape

  • Recruiter

    Initiate International
  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Apply now

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