Client Investment Consultant

KwaZulu Natal, Durban R Monthly (Phone allowance, petrol card, quarterly bonus)Umhlanga. Mature, hardworking and confident with Finance related Degree secures Offshore Investment Consultant position with passionate company within the Investments sector.Responsibilities: Meet new clients and manage clients over the longterm Provide advice on offshore...

This is a lovely opportunity for a Client Relationship Consultant to join an investment team with an excellent track record and with exposure and products in both the SA and International market.Responsibilities: Support and assist with all relevant products, services and processing Filter relevant feedback to management from financial advisors Resolve and...

Position: Offshore Property Investment ConsultantLocation: DurbanSalary: R38 500 CTC. This is a guaranteed salary package. Excellent commission and incentive structure.A reputable, well-established Offshore Property Investment House based in La Lucia, Durban are expanding their team.This is your opportunity to offer a unique, capital growth investment...

Great opportunity to join an Asset Manager, as a Retail Investment Consultant. The purpose of this role is to maintain and grow a network of IFA's in KZN. This role is based in Durban, and involves traveling to the broader KZN area. Key responsibilities include: Relationship management: maintain existing relationships as well as identifying and developing...

Investment Associate Permanent JHB00338 Finance KwaZulu Natal, Durban R R Annually Cost To Company (Normal CTC company benefits, Market related, Negotiable) Our client, a leader in investment and transformation solutions is now hiring an Investment Associate. A honours degree and completed articles or strong audit experience required. CA(SA) preferred.Role...

Requisition Details & Talent Acquisition ContactREQ: Talent Acquisition Consultant: Lerato Sithole- Location: KZN- Cluster: Nedbank Wealth- Closing Date: 22 March 2024Job Family Sales and ServicesCareer Stream SalesLeadership Pipeline Manage Self: OperationalJob Purpose To provide administrative services to clients by attending to transactional, lending and...

Our client is a Government owned financial institution and they seek to appoint the Post Investment Associate to be based at their KZN regional office in Durban. This post is graded a notch below the traditional Specialist position within the public sector and renumerated within the appropriate scale.JOB PURPOSEThe primary role is to conduct post investment...

Great opportunity to join an Asset Manager in Durban as a Client Relationship Consultant.This is an EE designated opportunity.As part of the Client Relationship team, some responsibilities include:Provide support and assistance with all products, services and processes Relay feedback received from clients and the marketplace. Resolve queries from financial...

Our client has an opportunity available for a Principal: Credit and Post Investment Officer based in Durban.Requirements:B Com Honours or Post Graduate Diploma in a related field, CFA, MBA or equivalent qualification.8+ years' experience in a lending environment, investment banking, management consulting, development finance, corporate finance or similar...

An exciting opportunity has arisen for an Investment Associate: Rural, Township and Community Development Fund (permanent). The incumbent of this role will be based in either Mpumalanga or KZN Regional Office (Mbombela / Durban). Candidates who are willing to relocate to one of these mentioned provinces are accepted. Role Summary:To ensure the fund achieves...

Responsibilities: Onboarding new clients This includes:Opening and preparing client files and updating our CRM system with new information Checking all documents and relevant information Process new business and switches:Application forms captured correctly and signed by clients Tracking progress and follow ups Send statements and check fees General client...

KwaZulu Natal, Durban**(Market related, Negotiable)Our valued client has a vacancy for a SENIOR INVESTMENT OFFICER in Durban,KZN.***Applicants are required to meet the following criteria:******- BCOM DEGREE in Accounting / Finance / business-related field ESSENTIAL.*****: - 4 years plus experience in business investment/business investment structuring...

Business Unit:Discovery ConnectFunction:Call Center / Contact CenterDate:13 Jan 2023- The Virtual Sales Consultants are expected to be highly motivated and professional ambassadors for Discovery Connect, supporting clients after their initial product take-up via the Discovery Connect channel. Successful consultants are those that build trust-based...

Are you an experienced investment professional with a passion for driving sustainable growth and impact? Our distinguished client, a premier Development Finance Institute (DFI), is seeking an exceptional Post Investment Associate to join their dynamic team. If you possess a wealth of deal-making experience and a knack for post-investment diligence and...

ABOUT THE COMPANYTelesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa's leading financial long- and short-term insurance providers. Our portfolio includes South Africa's most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits Administration via...

Requisition- Client Service Consultant: 124347Location Durban Career Stream Call Centre (Service) FAIS Affected FAIS Affected YesJob Purpose To provide professional and efficient call services in order to optimise client experience for Nedbank Short Term and Long Term clients and ensure continued relationships are maintained Short Term insurance products:...

Requisition Details & Talent Acquisition ContactREQ: Talent Acquisition Consultant: Lerato Sithole- Location: Durban Umhlanga Rocks Cluster: Nedbank Wealth Insurance Closing date: 1 April 2024Job Family SALES AND SERVICESCareer Stream CALL CENTRE (Service)Leadership Pipeline Manage Self: Technical**FAIS Affected Yes**Job Purpose To provide professional and...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: Drive the development of the FNB Wealth and Investments business by providing support to internal distribution, IFA's and their own network. Manage private client...

Durban, Kwa Zulu Natal - Human ResourcesEntry level / Intern HR AdministratorThe Bizniz Consultant is an Administration and HR firm that prides itself in delivering the best HR services using the latest industry methods and systems.Requirements:Grade 12,Relevant HR or Business Administration Diploma/Degree6months to 1 year of previous generalist HR...

Minimum requirements: 5 years experience as a Broker Consultant / Life Insurance Agent Prefer candidates with a CFP qualification Must have RE5 Completed relevant business training FAIS compliant Completed insurance categories supervision Appropriate tertiary qualification (commerce, finance, or investments) Computer literate and xPlan experience would be...