Investment Client Services Consultant

**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...

Career Opportunities: Investment Service Consultant | Retail Client Services (8031) Short 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...

**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...

**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...

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...

**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...

Job DescriptionRole SummaryNedbank is seeking a skilled Client Services Consultant to join our team in Cape Town. The successful candidate will be responsible for delivering exceptional service experiences to investors and financial planners through various communication channels.Key ResponsibilitiesProvide client services and technical support in terms of...

RPO'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...

**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...

**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 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...

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...

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...

**Requisition Details & Talent Acquisition Contact** **REQ**: 136022**Location**:Cape Town V & A Waterfront**Cluster**:Nedbank Wealth - Nedgroup Investments**Closing Date**: 16 December 2024**Job Family** - Sales and Service**Career Stream** - Client Service**Leadership Pipeline** - Manage Self: Technical (MST)**Job Purpose** **Nedgroup Investments** is an...

Career Opportunities: Investment Service Consultant | Retail Client Services (8031) Short 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...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

About Hans Mahrt & Company Hans Mahrt & Company specialises in the placement of financial services staff, with an emphasis on Sales & Marketing. We take the time to make sure we understand the needs of both our client and candidate to ensure that we find the best of the best, making sure that you make career moves with confidence and find top...

Established 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...

**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...

Investment Service Consultant Role OverviewPurpose of the RolePalesa Mbali Group's Client Service Centre plays a crucial part in our service offering for clients and independent financial advisers. As an Investment Service Consultant, your primary goal will be to establish and maintain strong relationships with clients and advisers, providing exceptional...