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??To deliver an elevated level of service to all Allan Gray clients. 

This includesdirect clients, financial advisers and senior executives. 

For training purposes, thesuccessful candidate would be require to work in our Cape Town offices for a period of 8-12 months before returning to resume their duties in the Johannesburg office.


Main responsibilities


?To service Allan Gray investors, potential investors and financial advisers with
transactions and queries for all Allan Gray products telephonically and via
written correspondence 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?







  • Relevant business degree (Essential)
  • Excellent verbal and written communication skills (Essential)
  • Knowledge and interest in finance and investment management
  • Multilingual (Advantageous)?


Skills/Competencies and experience


  • ?Strong verbal and written communication skills
  • Numeric ability
  • Client focussed, friendly and empathetic manner
  • Accuracy and attention to detail
  • Self Control
  •  Initiative
  •  Analytical Thinking
  •  Professionalism
  • Administration Skills
  • Adaptability
  • Stress tolerance
  • Ability to relate to others
  • 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
 - This appointment is made in accordance with Allan Gray’s EE policy.




Screening questions

(Attach your answers in PDF format)


Motivate why you are the best suited candidate for this position.


Deadline for applications

31 March 2018

Type of appointment

Permanent Full-time

Reference :
Allan Gray
Contract :
Full time
Job(s) available(s) :
Experience :
Entry Level (Less than 2 years of Experience)
Studies level :
Bachelor's Degree
Working place :
Creation date :
Latest modification :