Investment Consultant

NAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing portfolio...

**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...

NAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...

**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...

NAME OF THE ROLE: ASSOCIATE INVESTMENT CONSULTANT (JOHANNESBURG OR CAPE TOWN) ROLE DESCRIPTION: This position is for an Associate Investment Consultant with a respected Asset Consultant Company. PURPOSE OF JOB: To provide a high standard of client service to a range of large, sophisticated institutional asset owners which include pension and provident...

**Location**: - While our offices are located in Johannesburg and Cape Town, we follow a ‘Work from Anywhere’ operating model that allows a reasonable level of flexibility in your job location. **Application Criteria**: - Preferably BCom or equivalent with a focus on investment studies - FAIS compliant representative or work towards obtaining the...

**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...

**Job Title**: - Investment Service Consultant | Retail Client Services **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 engaging...

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...

**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...

About the RoleAs an Investment Consultant at Palesa Mbali Group, you will be responsible for providing outstanding service to investors, potential investors, and independent financial advisors across various servicing channels.You will take ownership of transactions, ensure accurate record-keeping, and actively participate in driving continuous improvement...

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 group,** 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...

Head quartered in Cape Town, South Africa, Leading Women of Africa Corporate Group is pan-African social enterprise delivering innovative and strategic business support to partners. LWA Corporate Group operates across sectors and industries. Our group includes: LWA Corporate Investment, LWA Leadership Institute and Leading Women of Africa NPC. The Trade 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...

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...

The Role The investment consultant is able to join a well established fast growing company The investment consiltant will provide efficient admin support to the brokers In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in high level...

**Graduate **Investment Service Consultant** You have a completed Bachelor's degree in Commerce, Investments, Business Science, Mathematics or Statistics and you excelled academically achieving a GPA of 65% and up? Do you have a strong interest in investments? **Requirements**: - Matric required - BCom/BSc/BBusSci/BEng with specializations in Finance,...

**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 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...