Investment Consultant
1 day ago
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 their investment journey. You will gain in-depth knowledge our client's range of products and develop the necessary skills to confidently communicate with and educate our clients.Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.Build trust and confidence by explaining our investment philosophy and long-term approach to investing.Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.Take end-to-end ownership of transactions and ensure accurate record-keeping.Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.RequirementsSkills and CompetenciesThis role is suited to individuals who are highly performance driven and seek new challenges.A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.The role requires high adaptability, vigour and agility.Our consultants need to be empathetic and client focused.Strong verbal and written communication skills are essential.The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.QualificationsA bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list).BenefitsR315000 PALucrative Bonus StructureOnsite GymAccess to further education opportunities
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Investment Portfolio Analyst
7 months ago
Cape Town, South Africa Asset Consultant Company Full timeNAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing portfolio...
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Investment Consultant
7 months ago
Cape Town, South Africa WTW Full time**The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...
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Investment Consultant
3 months ago
Cape Town, South Africa WTW Full time**Description**: **The Role** The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior...
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Senior Investment Portfolio Analyst
7 months ago
Cape Town, South Africa Asset Consultant Company Full timeNAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...
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Investment Consultant
2 months ago
Cape Town, 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...
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Cape Town, South Africa STACK Recruitment Services Full timeNAME OF THE ROLE: ASSOCIATE INVESTMENT CONSULTANT (JOHANNESBURG OR CAPE TOWN) ROLE DESCRIPTION: This position is for an Associate Investment Consultant with a respected Asset Consultant Company. PURPOSE OF JOB: To provide a high standard of client service to a range of large, sophisticated institutional asset owners which include pension and provident...
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Associate Investment Consultant
1 week ago
Cape Town, South Africa RisCura Full time**Location**: - While our offices are located in Johannesburg and Cape Town, we follow a ‘Work from Anywhere’ operating model that allows a reasonable level of flexibility in your job location. **Application Criteria**: - Preferably BCom or equivalent with a focus on investment studies - FAIS compliant representative or work towards obtaining the...
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Senior Investment Consultant
3 months ago
Cape Town, South Africa Consulting and Advisory Business Full time**NAME OF THE ROLE: SENIOR INVESTMENT CONSULTANT** **(CAPE TOWN)** **PURPOSE OF THE ROLE**: **KEY RESPONSIBILITIES**: - Keep abreast of the regulatory & economic environment as it impacts client portfolios. - Keen understanding of the asset manager landscape. - Comfortable presenting to institutional clients. - Actively participate in team discussions and...
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Investment Service Consultant
1 week ago
Cape Town, South Africa Allan Gray Full time**Job Title**: - Investment Service Consultant | Retail Client Services **Description**: - The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. **Job Summary**: **Why should you consider Allan Gray?** - At Allan Gray, you will spend your days doing meaningful and engaging...
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Investment / Asset Consultant
7 months ago
Cape Town, South Africa Efficient Frontier Recruitment Full timeEstablished top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of clients and provide a comprehensive investment consulting service to these clients. The firm is specifically seeking an investment technically strong individual, who would be able to...
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Investment Analyst/associate Consultant
2 weeks ago
Cape Town, South Africa STACK Recruitment Services Full time**Job Title: Investment Analyst** **Location: Bellville** **Perm/Contract**: **Perm** **The overall purpose of the role** Working alongside Senior/Principal investment consultants, by providing investment consulting services. Growing and managing a portfolio of clients, monitor the investment strategy of existing clients and ensure alignment to the...
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Investment Consultant
3 weeks ago
Cape Town, Western Cape, South Africa Palesa Mbali Group Full timeAbout the RoleAs an Investment Consultant at Palesa Mbali Group, you will be responsible for providing outstanding service to investors, potential investors, and independent financial advisors across various servicing channels.You will take ownership of transactions, ensure accurate record-keeping, and actively participate in driving continuous improvement...
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Property Investment Consultant
4 months ago
Cape Town, South Africa IGrow Wealth Investments Full timeIf you are driven by success and **SOLD** is your favorite four letter word, look no further because IGrow Wealth Investments, **SOUTH AFRICA’S #1 Property Investment group,** is looking for a **Property Investment Consultant** to join their family. You will **BENEFIT** from: - Our state-of-the-art internal systems for marketing - Innovative tools and...
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Business Development Consultant
9 hours ago
Cape Town, South Africa LWA Corporate Investment Full timeHead quartered in Cape Town, South Africa, Leading Women of Africa Corporate Group is pan-African social enterprise delivering innovative and strategic business support to partners. LWA Corporate Group operates across sectors and industries. Our group includes: LWA Corporate Investment, LWA Leadership Institute and Leading Women of Africa NPC. The Trade and...
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Graduate: Investment Service Consultant
4 months ago
Cape Town, South Africa Palesa Mbali Group Full time**Purpose of the role** Our 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...
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Graduate Investment Service Consultant
7 months ago
Cape Town, South Africa RPO Recruitment Full timeRPO's client, Africa's largest privately owned investment management company, is seeking a recent graduate to join their team as an investment service consultant. As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their...
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Investment Consultant
7 months ago
Cape Town, South Africa Ikusasa Recruitment Group Full timeThe Role The investment consultant is able to join a well established fast growing company The investment consiltant will provide efficient admin support to the brokers In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in high level...
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Graduate Investment Service Consultant
6 months ago
Cape Town, South Africa FROGG Recruitment Full time**Graduate **Investment Service Consultant** You have a completed Bachelor's degree in Commerce, Investments, Business Science, Mathematics or Statistics and you excelled academically achieving a GPA of 65% and up? Do you have a strong interest in investments? **Requirements**: - Matric required - BCom/BSc/BBusSci/BEng with specializations in Finance,...
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Investment Consultant
7 months ago
Cape Town, 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...
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Investment Consultant
7 months ago
Cape Town, 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...