Financial Advice Service Consultant investments 1

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the FNB Premium...

-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...

-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...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - Provide efficient and effective support to ensure the smooth running of an investment and risk advisory practice by providing clients with an...

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...

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 owner's mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...

Closing Date - 2025/02/25 - Reference Number - SAS250211-1 - 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...

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 -...

We are seeking a Senior Investment Advisor to join our team at Efficient Frontier Recruitment. As a Senior Investment Advisor, you will be responsible for providing expert advice and guidance to clients on a wide range of investment products and services.Key Responsibilities:Provide advice and consult on investment products and services to...

The role of an Investment Relationship Manager at Efficient Frontier Recruitment involves developing and maintaining strategic relationships with clients across the retail and institutional investment markets.Key Responsibilities:Engage with clients to grow market shareLiaise with key industry stakeholders such as Multi Managers and Discretionary Fund...

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...

About the RoleEfficient Frontier Recruitment is looking for a highly skilled Institutional Investment Consultant to join our team. The successful candidate will be responsible for managing a portfolio of institutional clients and providing a comprehensive investment consulting service.The ideal candidate will have a strong understanding of investment...

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to...

**Business Unit**:Discovery Invest**Function**:Call Center / Contact Center**Date**:5 Sep 2024**About Discovery** Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our...

Get AI-powered advice on this job and more exclusive features.At Hillingdale Capital, our expertise lies in connecting visionary companies with an elite global institutional investor network that sets us apart. Specialising in private debt and equity opportunities, we craft innovative financial solutions that drive growth and deliver significant value for...

**Business Unit**:Discovery Connect **Function**:Brokers (FAIS Accredited) **Date**:16 Jan 2025 - Discovery Connect :Virtual Sales Consultant About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose...

About us, purpose, experience and qualifications **about us**: **purpose**: - The role of the Investment Analyst in the Sales teams is to work closely with the Ashburton investment, business development and marketing teams and will be expected to analyze economic, market and funds data, to repurpose and package this information at both a macro and granular...

A seasoned investment professional with over 10 years relevant experience required primarily for post-investment portfolio management at leading global investment holding company.ResponsibilitiesParticipate in investment prospecting and portfolio review and update meetingsWill be deployed on special projects as needed.Review financial models to aid...

**Reference** - PE002180/RW**Location** - Gauteng, Sandton**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services industry **is currently looking to employ a **Business Enablement - Advice and Compliance Review **based in Sandhurst (Sandton).** **A wonderful career opportunity awaits...