Financial Services

Investment Service Consultant

O'Brien Recruitment·Cape Town, Western Cape, south-africa·FULL_TIME
Financial Servicesmid-levelFULL_TIME
-Closes 19 Nov 2026

Key Responsibilities Provide professional and high-quality service to clients and financial advisers across various channels. Assist with client queries and provide clear, accurate information on investment products and services. Help clients better understand their investment options and make informed decisions. Build trusted relationships through effective communication and service excellence. Take ownership of client requests and ensure accurate and efficient resolution. Contribute to improving the overall client experience. Requirements Completed or currently completing a BCom or Business Science degree. Relevant fields include Finance, Economics, Investment Management, Statistics, Quantitative Finance or related disciplines. Recent graduate with less than 3 years' work experience . Strong academic record, with a 65% cumulative average. Strong communication and interpersonal skills. Analytical and numerical ability with an affinity for numbers. Strong problem-solving skills and attention to detail. Passion for working with people and delivering excellent client service. Performance-driven, adaptable and eager to learn. Genuine interest in investments and financial services . What We're Looking For We're looking for graduates who are curious, resilient and motivated to develop their careers in the investment industry, while making a meaningful impact through client service.

At a glance

Company

O'Brien Recruitment

Location

Cape Town, Western Cape, south-africa

Employment

FULL_TIME

Experience

mid-level

Valid until

November 19, 2026

Created

November 12, 2026