Investment Service Consultant

Investment Service Consultant Cape TownImmerse yourself in an environment filled with intelligent and motivating colleagues as you enhance your industry expertise by serving our clients. You will benefit from thoughtfully crafted support and recognition systems, all within a culture that prioritizes strong values. Qualifications & Skills:A Bachelor's Degree...

Purpose of the roleOur Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment...

Purpose of the roleThe Client Service Centre, of our Client, is integral to the service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on...

Purpose of the RoleThis role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company's high service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient...

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.Disclaimer: As an applicant,...

About the RoleThe Wealth Management Advisor will be responsible for providing expert financial planning and advisory services to clients. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for delivering exceptional client service.ResponsibilitiesConduct thorough financial assessments to identify areas...

An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...

Job DescriptionOasis Crescent is seeking a skilled Financial Advisor to join our team.We are a leading investment company dedicated to delivering exceptional financial solutions to our clients. Our team of professionals is committed to providing personalized advice and comprehensive investment strategies.Provide expert financial planning and advisory...

RequirementsTo be considered for this position, you should have:3 years of experience in investment banking, management consulting, private equity or venture capital post articles.CA (SA) / CFA qualification.Strong analytical and financial modelling skills.Ability to create accurate valuations.

Business Development Consultant Cape TownOur financial Services client is looking for a Business Consultant / Business Development Consultant with solid sales experience. Must have experience working with Independent Financial Advisors or DFMs and independent Umbrella funds.Salary: Market-related CTCPosition Type: Permanent Office based.Travel: Monthly...

About the OpportunityThis pivotal role will support the business's strategic growth objective by credibly representing the business and our various investment capabilities locally and globally. As a Client Director, you will be responsible for developing and managing existing strategic relationships and partnerships with the wholesale market.Key...

We are looking for a skilled and experienced Wealth Manager to join our team of financial professionals at Absa Bank. As a key member of our organization, you will be responsible for providing high-quality financial planning and advice to our clients.We offer a unique opportunity to join a leading provider of financial solutions, and be part of a...

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionRole overviewOur fast-growing Private Clients Business is looking for a new leader of its investment capability. The role evolves on the scope of the Chief Investment Officer by including a strong strategic focus and leadership of multiple investment...

About the Role:The Investment Distribution Specialist will play a pivotal role in taking our message to the market, building relationships with distribution channels and financial advisors, and implementing our business sales and growth strategy.We are seeking an experienced professional with a strong background in investment distribution, passion for...

Job DescriptionThis position involves shared responsibilities between our company and a separate bookkeeping company, each operating independently with its own management.We have collaborated to share the cost of this role to meet both companies' needs.Key Responsibilities:Manage and maintain accurate financial records up to the Trial Balance.Process...

Key Responsibilities:Set-up & maintenance of Trading instructions, input & send authorised trade instructions on behalf of the Investment Manager.Monitor & check execution of trade instructions via the pricing administratorMonthly monitoring of portfolio positions provided by LISP.Confirmation that portfolios conform to latest Investment Committee mandates &...

We are working with a well-established client who requires an experienced Investment Director to lead their team.The ideal candidate will have expertise in sourcing, investing in, and managing investment transactions to deliver strong returns for investors.The role demands:A minimum of 8 years' experience in investment financing, preferably in a financial...

Business Development Consultant Cape TownOur financial Services client is looking for a Business Consultant / Business Development Consultant with 2-3 years sales experience. Must have experience working with Independent Financial Advisors or DFMs and independent Umbrella funds. Looking for candidate from financial services industry like Momentum or Alan...

Capital Legacy is seeking an experienced Investment Solutions Specialist to join their team. As a specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies.Responsibilities:Analyze clients' financial situations and create tailored investment plansResearch and recommend suitable...

Job DescriptionNedgroup Investments seeks a skilled Investment Administration Manager to join our Client Services team. As a key member of our team, you will be responsible for managing the administration of investment products from client onboarding to exit.This role involves overseeing the efficient management of risk and processes to prevent financial...