BBSc of Business Science Graduates
Annette Chapman Recruitment t/a ACR Consultants
CapeTown, South Africa
3d ago
source : Job Placements

The role - In a nutshell :

To deliver an elevated level of service to all company clients. This includes direct clients, financial advisers and senior executives.

Successful candidates receive extensive and superior training for the first three months (as a salaried employee with full benefits).

The type of services staff provides ranges from tax, unit trusts, investments, annuities, pension funds, death claims, discussing the current economy, global events that affect the world stock markets and so on.

Some queries may be mundane and routine e.g. clients wanting to switch investments, queries regarding instructions not processed.

You will also have investors / potential investors call in order to discuss the latest global factors that affect the outcome of financial markets.

Thus you must have a passion for the finance / economic industry, knowledge of economic trends or desire to learn. For example, you are required to keep up with the latest news and developments that affect global financial markets.

You will receive exposure and training in all aspects of the business, including Unit Trust, Fund of Funds, Life Funds, Regulation 28, Annuities (this is not covered by any university course), Performance Calculation and Attribution etc.

You will also be trained on how to do presentations. This role prepares you for a career and growth in the Investment / Asset Management industry!

The average tenure in this role is approximately 18 - 24 months. Staff in this role then move on to more skilled and senior roles within the greater company. CAREER PROGRESSION

Still interested? ... read on :

Your qualifications :

You have a degree (not a diploma) in :

  • Bachelor of Business Science
  • Bachelor of Commerce
  • Bachelor of Science
  • Bachelor of Social Science (more for degrees that is a Commerce and Social Science Merged degree with a large presence of Quantitative subjects)
  • Degree level
  • Final year undergrad
  • Masters
  • Keen to start studying towards a CFA qualification or have already started
  • University GPA : 60%
  • Progressive transcripts
  • Little to no Academic fails or inconsistencies
  • If you are graduating at the end of 2020 / mid 2021 and meet academic criteria (GPA +60%), please do apply.

  • Your Matric requirements :
  • Matric Maths
  • Preferred and advantageous)
  • If Maths literacy (not preferred)
  • We would need to see a strong quantitative presence and performance in University
  • Involvement & Extra Curricular
  • Sport
  • Work Experience
  • Part-Time Work / Vacation work
  • Full time work (formal working experience)
  • No more than 2 years
  • An excellent Matric pass mark with pure Mathematics (minimum 65% pass)
  • Excellent verbal and written communication skills (Essential)
  • Knowledge and interest in finance and investment management
  • Multilingual (Advantageous)
  • Demographic : SA-born candidates only
  • You have the following Skills / Competencies and experience :

  • Strong verbal and written communication skills (business English)
  • Numeric ability
  • Analytical thinking
  • Ability to deal with complexity
  • Client focused, friendly and empathetic manner - you must understand the importance of superior client service
  • High levels of professionalism
  • You are :
  • Adaptable
  • Resilient
  • Able to deal with complexity
  • Able to prioritise and function positively under pressure
  • A team player - ability to function as part of a team
  • Able to work independently
  • Able to relate to others
  • Able to accept accountability and take responsibility for tasks done
  • Emotionally matured
  • Self-controlled
  • Able to perform administrative duties
  • Stress tolerant
  • Computer literate
  • Abie to work in a fast paced environment
  • Able to work in a healthy competitive environment
  • Long term focused
  • Creative and "out of the box" thinker
  • High energy levels
  • Ability to multi-task
  • Desire to continue further studies, self-development and growth
  • Able to work accurately and high attention to detail
  • What the company offers - career and development wise :

  • Growth - each staff member has a career development plan
  • Career progression
  • Dynamic environment and workforce
  • Competitive salary
  • Extensive and supurb training
  • Funds further eduational studies eg. Honours, Masters, CFC etc
  • Retirement annuity
  • Group life / Disability cover
  • Medical aid
  • Lucrative bonus structure (based on performance)
  • Performance increases (these increases are integrated into the structure of the consultant model and once again based on performance)
  • Internal training, workshops and seminars
  • Other generous benefits :

  • Lunch is served every day, on-the-house
  • Health and wellness with a fully equipped gym, together with the personal trainers, a bio-kineticist and a physiotherapist
  • What happens if you do not live Cape Town (Western Cape)? Relocation costs :

    The company assist with relocation costs - more information on this if you are shortlisted.

    Referrals :

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