Graduate Opportunities – Retail Client Services and Retail Operations

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About the Opportunity

Allan Gray is offering exciting graduate roles within their Retail Client Services and Retail Operations teams, ideal for ambitious young professionals eager to build a high-performance career. These positions offer the chance to apply academic knowledge, passion for investments, and excellent communication skills in a practical, dynamic environment.

As an Investment Service or Operations Consultant, you’ll receive extensive training, work in a high-energy environment, and be rewarded for strong performance while gaining industry insights and developing a meaningful long-term career.

Role 1: Investment Service Consultant – Retail Client Services

As an Investment Service Consultant, you’ll engage with clients through various servicing channels, delivering intellectual and comprehensive interactions. Your conversations will cover topics such as:

Allan Gray’s products and processes
Transaction assistance
Tax and legislative implications
The firm’s investment philosophy
Industry trends and unit trust fund performance

You’ll be part of a dynamic team dedicated to exceptional client service, building strong relationships with clients and independent financial advisers, and empowering clients to make informed investment decisions.

Role 2: Operations Consultant – Retail Operations

As an Operations Consultant, you’ll manage transactions and provide essential administrative support for Allan Gray’s retail investment services. Responsibilities include:

Processing client instructions efficiently and accurately
Ensuring compliance with regulatory requirements and internal timeframes
Interacting with clients and advisers to provide transaction updates and resolve pending instructions
Upholding high standards of service excellence

Who Should Apply?

These roles are suited for final-year students who:
• Are completing a Bachelor’s degree (e.g. BCom, BSc, BBusSci)
• Have specialisations such as Finance, Economics, Investments, Mathematics, Statistics, Engineering, or Business Management
• Hold a strong academic track record from matric through university

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