Human Resources

Investment Service Consultant (cpt Onsite)

Datafin Recruitment·Western Cape, south-africa·Full Time·Contract
Human ResourcesFull TimeContract
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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.

Key skills

Bachelors

At a glance

Company

Datafin Recruitment

Location

Western Cape, south-africa

Employment

Full Time

Experience

Valid until

Not specified

Created

October 30, 2026