Investment Service Consultant (CPT Onsite) at Datafin Recruitment

ENVIRONMENT:

• DELIVER exceptional client experiences as the next Investment Service Consultant sought by a dynamic Investment Firm. This role provides the opportunity to develop strong technical capabilities and professional credibility in an environment that values independent thinking, attention to detail and accountability.
• You will be supported and challenged to grow, while being trusted with real responsibility from early on.
• Applicants must have a Bachelor’s Degree in Business Science/ Investment Management / Finance / Economics / Statistics / Business Management, etc. with excellent verbal and written communication skills and proficient with Microsoft Office Suite.
• You can apply if you are in your final year of study or have completed your qualification (with up to 3 years of work experience).

DUTIES:

• Work directly with investors and financial advisers to resolve investment-related queries with accuracy, professionalism and sound judgment.
• Build deep expertise across investments, operations and client engagement in a high-performance, real-world environment.

As part of the team, you will benefit from –

• Structured training in investments. operations and client servicing.
• Continuous coaching and mentorship from experienced leaders.
• A culture focused on excellence, accountability and long-term thinking.
• Exposure to best-in-class practices within a leading Asset Manager and investment platform.
• Developing highly transferable skills in communication, problem-solving and financial acumen.
• A high-performance environment that balances challenges with meaningful support.
• A strong career foundation with clear progression pathways.

REQUIREMENTS:

• A Bachelor’s Degree (Bachelor of Commerce, Bachelor of Business Science, etc.). Specialisations in Investment Management, Finance, Economics, Statistics, Business Management and related fields.
• You can apply if you are in your final year of study or have completed your qualification (with up to 3 years of work experience).
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite.

ATTRIBUTES:

• A strong interest in investments and financial markets.
• A client-centric mindset with a solutions-oriented approach.
• High personal standards and a strong sense of ownership.
• Adaptability and resilience in a fast-paced, high-expectation environment.
• A genuine commitment to continuous learning and professional development.