Investment Assistant
4 weeks ago
- Grade 12 / Matric
- Bachelors degree in either Business, Economics, or Finance - preferred
- 3 - 5 years experience in a similar role
- Knowledge of Investment, life, or medical sectors - advantageous
- Proficient in MS Office 365 Suite (Intermediate Excel Skills)
- Fully bilingual (Afrikaans & English)
- Drivers license and own reliable transport
- Able to work under pressure, independently as well as collaboratively under supervision
- Strong attention to detail, organisational, problem solving skills and able to prioritise
- Assist Financial Advisors in managing client accounts and investment portfolios.
- Handle correspondence with clients, third-party providers, and product houses.
- Ensure timely and accurate processing of investment instructions.
- Maintain accurate records in compliance with regulatory requirements.
- Provide excellent client service by addressing inquiries and resolving issues.
- Collaborate with internal and external departments to facilitate investment administration.
- Manage client reporting and general administrative tasks.
*Only shortlisted applicants will be contacted*
-
Investment Consultant
6 days 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...
-
Investment Consultant
4 days ago
Cape Town, South Africa WTW Full timeThe 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...
-
Investment Consultant
4 days ago
Cape Town, Western Cape, South Africa WTW Full timeThe RoleThe 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 advice to...
-
Investment Consultant
2 days ago
Cape Town, Western Cape, South Africa WTW Full timeThe 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 advice...
-
Investment Consultant
4 days ago
Cape Town, Western Cape, South Africa Willis Towers Watson Full timeJob DescriptionThe RoleThe 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...
-
Investment Consultant
3 days ago
Cape Town, South Africa WTW Full timeThe 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 advice...
-
Investment Consultant
4 days ago
Cape Town, South Africa Willis Towers Watson Full timeJob DescriptionThe RoleThe 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...
-
Investment Consultant
4 days ago
Cape Town, South Africa WTW Full timeThe 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...
-
Investment Specialist
6 days ago
Cape Town, South Africa Aquarius Recruitment Full time**Role and responsibilities**: Overview **Responsibilities**: Collate, update and manage a database (CRM) for all clients. This includes building up a history and tracking interactions with all clients (both formal and informal) Develop a servicing strategy for assigned clients, with the help of the Head of Client Service Drive specific client projects on...
-
Investment Planner
4 days ago
Cape Town, South Africa Arivu Recruitment and Consulting Full timeLocation: Newlands, Cape Town, Western CapeRemuneration: R25 000.00 basic + commission A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice....
-
INVESTMENT ANALYST
4 weeks ago
Cape Town, South Africa HR Genie Full timeINVESTMENT ANALYST (Pre-Investment) Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm (Infrastructure Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals.One would describe you as being a...
-
INVESTMENT ANALYST
3 weeks ago
Cape Town, South Africa Labournet Full timeINVESTMENT ANALYST (Pre-Investment) – Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm (Infrastructure – Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals.One would describe you as being a...
-
INVESTMENT ANALYST
3 weeks ago
Cape Town, South Africa Labournet Full timeINVESTMENT ANALYST (Pre-Investment) – Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm (Infrastructure – Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals.One would describe you as being a...
-
INVESTMENT ANALYST
2 weeks ago
Cape Town, South Africa HR Genie Full timeINVESTMENT ANALYST (Pre-Investment) Century City, Cape Town Competitive Package on Offer based on Qualification and years of relevant experience! Our Client, a reputable Investment Firm (Infrastructure Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals. One would describe you as being a...
-
Investment Accountant
3 weeks ago
Cape Town, South Africa CA Financial Appointments Full timeMy client, and well-respected investment management business seeks an Investment Accountant to join their operations team. The role is suited to either a newly qualified CA(SA) candidate or an experienced fund accountant with current relevant industry experience.Responsibilities:Perform day-to-day operational processes for various investment accounting, data...
-
Investment Accountant
2 weeks ago
Cape Town, South Africa CA Financial Appointments Full timeMy client, and well-respected investment management business seeks an Investment Accountant to join their operations team. The role is suited to either a newly qualified CA(SA) candidate or an experienced fund accountant with current relevant industry experience. Responsibilities: Perform day-to-day operational processes for various investment accounting,...
-
Investment Accountant
3 weeks ago
Cape Town, South Africa Adzuna ZA B C2 Full timeMy client, and well-respected investment management business seeks an Investment Accountant to join their operations team. The role is suited to either a newly qualified CA(SA) candidate or an experienced fund accountant with current relevant industry experience.Responsibilities:Perform day-to-day operational processes for various investment accounting, data...
-
Investment Executive
2 weeks ago
Cape Town, South Africa Adzuna ZA B C2 Full timeThe role will include but not be limited to the following key responsibilities:OriginationHelping to review new investment opportunitiesPreparing financial models and Investment Committee papersInvestor relationsPreparing investor update presentationsCirculating summarised management accounts informationAssisting with ad hoc investor requestsPortfolio...
-
Junior Investment Consultant
3 days ago
Cape Town, South Africa Palesa Mbali Group Full time**Investment Consultant**, Cape Town One of our top clients that has a reputation for being one of the best in the Finance Industry is looking to appoint an Investment Consultant who will be completing their degree this year, and will be available to start their working career 1 December 2023. This is a PERMANENT position within a Client Service Centre...
-
Investment Executive
3 weeks ago
Cape Town, South Africa Communicate Recruitment Full timeThe role will include but not be limited to the following key responsibilities:OriginationHelping to review new investment opportunitiesPreparing financial models and Investment Committee papersInvestor relationsPreparing investor update presentationsCirculating summarised management accounts informationAssisting with ad hoc investor requestsPortfolio...