Investment Consultant | Sandton

4 weeks ago


Sandton, South Africa The Recruitment Council Full time

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.

Key Responsibilities:

  • Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
  • Build and strengthen relationships with distribution partners such as LISPs.
  • Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
  • Engage clients through meetings, events, roadshows, and conferences.
  • Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
  • Collaborate with marketing on product launches, campaigns, and flagship funds.
  • Contribute strategic input to new product launches and provide commercial insights.
  • Represent the company with professionalism in all engagements and foster cross-selling opportunities.
Attributes & Experience:

  • Proven track record in client engagement and business development.
  • Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
  • Comfort in handling technical investment and market-related discussions (or a willingness to learn).
  • Minimum 7 years of relevant experience.
  • Proficient in PowerPoint, Excel, and CRM systems.
  • Curious, proactive, and growth-minded with a passion for customer service.
  • Resilient, results-driven, and committed to delivering high performance.
  • Strong communication skills with a collaborative approach.

Qualifications:

  • Minimum of 7 years of experience in the industry.
  • Proven success in academic and career achievements.
  • Degree in business, finance, or investments (minimum 3 years).
  • Enthusiastic about working for a brand that is reshaping the financial services industry in South Africa.
  • This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.

  • Investment Consultant

    2 weeks ago


    Sandton, South Africa Moving Heads Personnel Full time

    **Investment Consultant** **Sandton** This role focuses on managing a portfolio of existing clients by providing investment consulting services whilst providing strong technical skills to other members of the team. - Develop, monitor and review investment strategies for clients in the portfolio. - Manage and deliver investment consulting and advice...

  • Investment Consultant

    3 weeks ago


    Sandton, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

  • Investment Consultant

    3 weeks ago


    Sandton, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...


  • Sandton, South Africa Sanlam Full time

    About Sanlam Corporate: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...

  • Investment Analyst

    3 weeks ago


    Sandton, South Africa Sasria Full time

    Closing Date - 2024/09/20 - Reference Number - SAS240909-2 - Job Title - Investment Analyst - Job Type - Permanent - Division - Finance - Department - Investment Managements - EE Occupational Levels - Level 4 & 5: Skilled, Technical and Academically Qualified - Location - Town / City - Sandton - Location - Province - Gauteng - Location - Country - South...


  • Sandton, South Africa Sanlam Full time

    About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...

  • Investment Specialist

    2 weeks ago


    Sandton, South Africa Moving Heads Personnel Full time

    **Investment Specialist** **Sandton** Responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in the middle management category. - Manages a portfolio of existing large Corporate clients - Responsible for retention of assets for existing clients - Manages all contracted client...


  • Sandton, South Africa Full Circle Resourcing Full time

    **SAP Warehouse to Dispatch (W2D) Consultant (LE/MM/SD - CO-PA) (Contract/Perm) Sandton** Our client requires the best SAP W2D Consultant. Open to permanent or contract preference.


  • Sandton, South Africa Alexforbes Full time

    Job OverviewAlexforbes is a leading financial services company seeking a skilled professional to join its team as a Senior Institutional Investments Consultant. The ideal candidate will have expertise in investment strategy implementation and client value proposition development.Key responsibilities include:Executing on deliverables that support the Head of...

  • Outbound Telesales

    1 week ago


    Sandton, South Africa CallForce Direct - Sandton Full time

    Telesales Sales Consultant CallForce is an award-winning BPO service provider delivering innovative and customised contact centre solutions from South Africa to the global market. Join us as an Outbound Sales Consultant and be part of a winning team. You will be working on SA’s largest Telecommunications company. This is no ordinary Sales position. This...


  • Sandton, South Africa PSG Konsult Full time

    **Responsibilities**: - Interaction with clients (management of relationships and providing client services) - Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers - Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash...


  • Sandton, South Africa F & G Sourcing Specialist Full time

    Our Financial Services client is offering one-year internships for graduates that are looking to gain experience within the investments/quantitative space. Please note that this is an EE preferred position. **Location**: Sandton, Johannesburg **Requirements**: - Matric completed - Degree completed specialising in investments or quantitative - Live in...


  • Sandton, South Africa PSG Konsult Ltd. Full time

    **Designation**: Paraplanner | Sandton, Gauteng **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 16 Jul 2024 **Reference Number**: POS09045 **Closing date**: 22-Nov-2024 **Position Type**: Permanent **Location**: Sandton Grayston...


  • Sandton, South Africa HotelJobs.co.za Full time

    Well known DMC based in Sandton is looking for an experienced Direct Travel Consultant. - Creative and out of the box planning and designing of itineraries - Processing of reservations from quote to finalising, including reservations, invoicing and travel documents - Professional servicing of our dynamic direct guests - Proactive selling of our products and...


  • Sandton, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...


  • Sandton, South Africa Redline Recruitment Full time

    Job Title: Head of Finance Based in Sandton Reporting to: CEO You will be primarily responsible for: - Forecast financial results on annual, quarterly and monthly basis - Approve or reject budgets - Conduct risk management - Financial accounting function in an organisation Responsibilities include but are not limited to: - The preparation of financial...


  • Sandton, South Africa Dante Personnel Full time

    Gauteng, Sandton - R 20 000 - R 25 000 Monthly Basic Salary A leading telecommunications supplier is looking for a Desktop Support Technician, based in Sandton **Minimum requirements**: - Matric is required - Tertiary qualification in Computer Science, or the equivalent, will be advantageous - Knowledge of Servers, Back-ups, Updates of OS, Active...


  • Sandton, South Africa HotelJobs.co.za Full time

    Well Established Tour Operator Head Office based in Sandton is looking for a **SYSTEMS GLOBAL TEAM - SUPPORT CONSULTANT **to Accurately load and / or sell of Suppliers in Travel Division as per the standardised guidelines set out by the company **KEY AREAS OF FOCUS**: - Active participation in centralisation of the global loading project - Checking and...

  • Tax Expert Sandton

    5 days ago


    Sandton, South Africa Isisekelo Recruitment Full time

    Job DescriptionA hybrid position is available for a Tax Specialist at an Accounting, Auditing & Tax Consulting firm based in Sandton.The successful candidate must possess strong working knowledge of tax compliance matters and be well-versed in tax administration matters on e-filing.


  • Sandton, South Africa CallForce Direct - Sandton Full time

    CallForce is an award-winning BPO service provider delivering innovative and customised contact centre solutions from South Africa to the global market. Join us as an Outbound Sales Consultant and be part of a thriving team with many career development opportunities. Your sales experience in the insurance industry and your ability to meet targets will...