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  • Posted: Aug 31, 2021
    Deadline: Not specified
  • Allan Gray Proprietary Limited is an investment manager, focused on creating financial security for investors. You can access our investment expertise through our unit trusts. Our purpose is to help investors build wealth over the long term. We seek to earn the trust of our clients by providing superior long-term investment performance, outstanding client se...
    Read more about this company


    Consultant | Retail Client Services | Client Service Centre

    Job Description

    To engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence. We are focused on generating long-term wealth for our investors. We understand that even the most intelligent investment philosophy means nothing without quality minds to execute it, clients to benefit from it, and highly professional and smart people to service those clients. Our steadfast commitment to long-term investing extends to our people. This is why we aim to recruit and invest in individuals who are motivated and enthusiastic about achieving their long-term career goals at our firm.

    For Training purposes, the successful Candidate would be required to work in our Cape Town office for a period of 6months before returning to resume their duties in the Johannesburg Office.


    • To service Allan Gray investors, potential investors and financial advisers via our various servicing channels i.e. inbound calls, emails or walk-in interactions through:

      • Discussion and explanation of all funds and products offered by Allan Gray.

      • 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 Allan Gray’s investment approach and philosophy.

    • To ensure accurate record keeping through service related administrative tasks.

    • To assist with database updates and information maintenance.

    • To support a positive and responsive climate for client enquiry resolution.

    • To play a key role in the stewardship of positive client relationships and the retention of clients.

    • To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.

    • To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service related failures.


    • Strong verbal and written communication skills

    • Client focussed, friendly and empathetic manner

    • High adaptability, vigour, resilience, agility

    • Accuracy and attention to detail

    • Analytical Thinking

    • Ability to use initiative

    • Ability to problem-solve

    • Ability to deal with complexity

    • Ability to prioritise and function positively under pressure

    • Ability to function as part of a team

    • Accept accountability and take responsibility for tasks done

    • Computer literacy


    • Relevant business degree or studying towards one (Essential)

    • Excellent verbal and written communication skills (Essential)

    • Knowledge and interest in finance and investment management

    • Multilingual (Advantageous)

    Method of Application

    Interested and qualified? Go to Allan Gray Proprietary Limited on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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