Investment Service Consultant

Career Opportunities: Investment Service Consultant | Retail Client Services (8479)DescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.Job SummaryWhy should you consider Allan Gray?At Allan Gray, you will spend your days doing meaningful and engaging work with...

Ziyana Group is seeking high-performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division.The Investment Service Consultant position is a permanent role designed for recent graduates with less than two years of work experience. As an 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...

Job DescriptionKey Responsibilities:Participate in a graduate program as an Investment Consultant Graduate in the Investment Customer Service for one of our clients in the finance industry.Develop skills and knowledge in investment consulting and customer service.Requirements:Less than 2 years of work experience.GPA (Graded Point Average) of no less than 65%...

Get AI-powered advice on this job and more exclusive features.10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings. Helping people get more money when they need it, is our aim.10X is unique in offering consistent investment returns with low fees, alongside personalised service and...

We are seeking a highly skilled Business Development Executive to join our team as an Investment Consultant. As an Investment Consultant, you will be responsible for developing and maintaining strong relationships with independent financial advisors (IFAs).Job RequirementsTo be successful in this role, you will need:A 3-year BCom degree in Business...

BenefitsWhat We Offer:A comprehensive graduate program with opportunities for growth and development.A dynamic and supportive team environment.The chance to gain valuable experience and skills in investment consulting and customer service.Additional Information:Partaken in extracurricular activities while at university.A strong interest in Investment and...

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...

Investment Portfolio Manager RoleEfficient Frontier Recruitment seeks a seasoned investment professional to oversee a portfolio of institutional clients and deliver tailored investment consulting services.The ideal candidate will possess expertise in investment analysis, portfolio management, and client relationship-building.Key AccountabilitiesFoster deep...

We are seeking recent graduates to fill a challenging role in our Client's Finance department.Job Summary:As an Investment Consultant Graduate, you will participate in a graduation program and work with our Client's Investment Customer Service team.This is an excellent opportunity to learn and develop your skills in a dynamic environment.In this role, you...

Guardrisk is a leading insurance company seeking an Investment Consultant to strengthen its relationships with independent financial advisors (IFAs) and grow its investment business.Job DescriptionThe successful candidate will be responsible for crafting passionate partnerships with IFAs, providing first-class service, in-depth business analysis, and...

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,...

IntroductionEstablished top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service to these clients.The firm is specifically seeking an investment technically strong individual,...

Investment Consulting ServicesAt Efficient Frontier Recruitment, we seek an accomplished investment professional to manage a portfolio of institutional clients and provide bespoke investment consulting services.The successful candidate will be responsible for delivering high-quality client service, conducting research, and collaborating with clients to...

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment productsThe...

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment productsThe...

Career OpportunitiesWe are seeking an experienced Investment Service Consultant to join our Client Service Centre team. The ideal candidate will have a strong academic record, excellent communication skills, and a passion for delivering exceptional client service.

At Mary Moir Consulting, we are building our investment team and seeking an experienced investment professional to join our ranks. This is a unique opportunity for someone with a broad range of investment skills who can add value across our client offerings, both on the fund management side and in private share portfolio management.We are looking for an...