Investment Client Services Consultant

Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Investments. To assist with administrative support in other offices as need arise. Draw investments and risk quotes. Submit new business and manage all related processes. Manage existing business queries and keep advisor and...

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...

**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...

Job title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls...

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,...

Client Service Consultant - Investment Perm, Salary CTC up to 280 000-320 000+ dependent on experience p/a, CBD, normal working hours - Mon - Fri, must be flexible. Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to...

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 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...

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...

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...

**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...

The Investment Services Consultant’s role is to engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence. The company is focused on generating long-term wealth for their investors. Looking for recent Graduates with a 65% and above GPA for Matric and...

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...

Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

The UT MANCO Client Service team provides excellent levels of client service to all investors in a timely and accurate manner. **DUTIES AND RESPONSIBILITIES** - Capturing Subscription, Redemption and Switch instructions form - Handling FICA requirements and internal AML policy for all clients - Processing and setting up of broker fees - Implementing and...

**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...

**Main duties & responsibilities**: Service Delivery 1. Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment. 2. Handle all client queries and/or complaints (telephonic /written /social media) and resolve...

ROLE DESCRIPTION: This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. PURPOSE OF JOB: Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers KEY RESPONSIBILITIES: - Daily, monthly and quarterly retrieval, validation, reconciliation,...

If 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 company**, 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...