Job title: Graduate Client Analyst
Job type: Permanent
Emp type: Full-time
Skills: Investments financial markets financial services
Salary type: Annual
Location: Cape Town
Job published: 09-12-2019
Job ID: 34333
Contact name: Tamsyn O'Neill
Phone number: 0215554402
Contact email: tamsyn@trackingtalent.co.za

Job Description

 

Application details

 

Tracking Talent

 

Tel: 021 555 4402

Website: www.trackingtalent.co.za / trackinggraduates.co.za

 

Graduate Investments Analyst

Department: Investments, Client Services

Sector: Asset Management, Financial Services

Salary: Market related

 

Tracking Talent is recruiting for exceptional graduates!!! (The Purple unicorn)

 

A reputable Asset Manager is recruiting exceptional graduates with a passion for investments. This is an excellent opportunity for graduates with a relevant finance or investment degree to gain experience in an entry level role at one of the most successful and admired asset management companies in South Africa.

 

As an Investment Consultant in the retail division of the business, you will be required to provide excellent support service to the clients regarding their investment related queries, telephonically, written and face to face and varying from simple log in queries to more complex investment questions.  

 

This role provides individuals with the opportunity to learn about Investment products, services and culture to build the fundamental building blocks for future career growth. You need to be resilient and see the opportunity to grow long term in this business, remembering this is the first step in your career journey.

 

This organization is only looking for top achievers with a strong achievement track record. You must be a strong all-rounder that has achieved in more than one area either academically and/or sport, leadership or community work.

 

 

The Role

 

Key responsibilities:

  • To service 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 offered.
  • 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 our 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 organizational effectiveness and efficiency.

Minimum requirements:

  • A relevant business / commerce/financial related degree (B.com) or equivalent with good transcripts. Aggregate of 75% plus required only
  • Matric Mathematics with an average of 65% plus
  • Excellent verbal and written communication skills (Essential)
  • Knowledge and interest in finance and investment management (keeping up to date with the markets, stocks, trades, bonds, equities, investments etc.) if having conversations around these topics interests you then this is for you!

 

Additional Information:

  • Preference will be given to EE candidates

 Please attach all relevant documents with your application:

  • Copies of Academic Transcripts
  • Copies of Degree certifications
  • Copy of ID
  • Copy of updated CV

 

NB: Please do NOT apply if you do not meet the required matric and degree level requirements!

 

Applicants to apply on the Tracking Talent website on:

www.trackingtalent.co.za

 

Please make sure that you attach all your supporting documents with your application.