2022 Allan Gray Graduate Intake (5019)

Job Overview

Job Description
Allan Gray is Africa’s largest privately owned investment management company. Our focus is generating long-term wealth for our investors, and we have been investing on behalf of clients since 1974. We have multiple channels for servicing clients and executing their transactions. The Allan Gray Retail Client Services team is the primary touch point for clients interacting with the company and is thus at the forefront of the way in which a client experiences Allan Gray. Our team of Consultants focus on engaging and establishing long-lasting relationships with our clients by delivering an excellent experience, focused on building trust and confidence.

Our steadfast commitment to long-term investing extends to our people as our people are our assets. We don’t have a tangible product to sell. We understand that even the most intelligent investment philosophy means nothing without quality minds to execute it, clients to benefit from it, and highly professional and smart people to service those clients. This is why we’re searching for focused, resilient final-year students who are dedicated to achieving their long-term goals through the Allan Gray Graduate Intake.

Each year, we aim to recruit and invest in academic achievers who are motivated and enthusiastic about joining our firm. We recruit recent graduates mostly into permanent positions from day one. There is a compulsory four-week orientation. After orientation, the graduates are taken through the Allan Gray academy, which is an ‘incubated’ functional training environment. This lasts for a period of three to six months, depending on the role. The result: graduates in real roles, taking their first steps towards achieving their long-term ambitions.

Job Summary
To service Allan Gray investors, potential investors and financial advisers via our various servicing channels i.e. inbound calls, emails or walk-in interactions 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 organizational effectiveness and efficiency.
To actively participate in the firm’s continuous improvement by identifying and proposing solutions to process and service-related failures.

We value academic excellence and a long-term perspective. We are looking for focused and resilient final year students who share our values: performance driven, individually accountable and independent minded who are completing a Bachelor’s degree in the following fields.

Bachelor’s Degree – specialization includes, but is not limited to Commerce, Business Science, Mathematics, Statistics etc.
Cumulative GPA of at least 70%
Skills and Experience
The skills that the successful incumbent is expected to demonstrate will include:

Excellent verbal and written communication skills (Essential)
Client focused, friendly and empathetic manner
High adaptability, vigour, resilience, agility
Accuracy and attention to detail
Analytical Thinking
Ability to use initiative
Ability to problem-solve
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 literate
Knowledge and interest in finance and investment management (Advantageous)
Multilingual (Advantageous)
Additional Information
By uploading a separate document on the Motivation section, please motivate why you feel you are the best person for the Graduate Intake Opportunity.

Only candidates who have uploaded the following attachments will be considered:

Motivational letter
Matric certificate
Full academic transcripts (certificates are not sufficient – we want to see your results)
Cape Town

Closing Date
21 May 2021



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