Investment Consultant

**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 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...

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...

**Role: Call Agent - Investments **Client Services Consultant** **Job Purpose** The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Responsibilities**: - Provide client services to investors via various communication...

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...

**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...

Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

Purpose of the role The 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...

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...

**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...

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...

**Solution Consultant (Investment Software)** **Cape Town/ Jhb** Join a global platform provider in the wealth management who has partnered with hundreds of the worlds leading financial institutions. Over 4000 employees in 21 countries, the companies mission is to open-up wealth, empowering all people to create wealth through personal investment, aligned...

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...

**How you'll role** **What you'll do** - Discussion and explanation of all funds and products offered - Assisting clients with processing information and quotes - Assisting clients with the tracking and follow-up of transactions in progress - Responding to queries regarding investment performance - Clarifying and explaining investment approach and...

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...

NAME OF THE ROLE: INVESTMENT ANALYST/ASSOCIATE (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Analyst/Associate with a respected Consulting and Advisory Business, with the goal of working towards an Investment Consultant position. KEY RESPONSIBILITIES: - Data mining - Revise investment strategies - Interact with various Asset...

**INVESTMENT CONSULTANT - WESTERN CAPE** CORE PURPOSE OF THE JOB To market and sell the Bank’s Deposits, Wealth Management, Wills and Transactional Banking (Individuals) within the respective region by providing excellent service to customers and adherence to the banks policies and procedures. **KEY PERFORMANCE AREAS** - Deposits_ - Ensures monthly...

This is an amazing opportunity for recently qualified graduates looking for an entry-level, full-time position within one of South Africa’s largest Asset Managers. This is not an internship, it is a full-time position offering an excellent market-related salary. It is a fantastic way to jump-start your career in Financial Services. As a Graduate Retail...

Multi National Investment Company is looking for an Investment Analyst to join their Cape Town office. This is an exciting opportunity for an Investment analyst who wants to “Make a difference” on the African Continent. The Analyst will provide support to the Southern Africa regional team by helping to identify, analyse, structure and deliver...