Investment Consultant

About the RoleThis is an exciting opportunity to join the Momentum team as a Client Portfolio Manager. As a key player in our organization, you will be responsible for driving business development and technical expertise, focusing on implementing Equilibrium's sales and growth strategy, client investment consulting, and client relationship management.You...

**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...

About the CompanyAt Investec, we value individuals who are passionate about delivering exceptional financial guidance to our clients. As a Risk and Investment Consultant, you will play a key role in helping our clients navigate complex financial decisions.Key Responsibilities:Provide expert financial guidance to clients on investment and risk management...

About the JobWe are seeking a highly skilled and experienced Investment Business Strategist to join our team at Momentum. This individual will play a critical role in driving business development and technical expertise, focusing on implementing Equilibrium's sales and growth strategy, client investment consulting, and client relationship management.The...

DetailsClosing Date: 2025/06/30Reference Number: MMH Job Title: Talent Pool: Investment Consultant (Gauteng)Position Type: PermanentRole Family: SalesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: GautengLocation - Town / City: Johannesburg and PretoriaIntroductionMomentum, a financial services provider of choice...

Job DescriptionMomentum Metropolitan Holdings Limited is a leading financial services provider with a rich history dating back to 1966. As a company that embodies an entrepreneurial spirit and innovative culture, we are committed to delivering wealth creation and preservation, insurance, and income protection solutions for our clients.We achieve this through...

DetailsClosing Date: 2025/06/30Reference Number: MMH230213-21Job Title: Talent Pool: Investment Consultant (Gauteng)Position Type: PermanentRole Family: SalesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: GautengLocation - Town / City: Johannesburg and PretoriaIntroductionMomentum, a financial services provider of...

We are seeking an experienced Financial Planner to join our team in South Africa. As a Financial Planner, you will be responsible for providing expert advice on investment planning, estate planning, and business insurance to our clients.Key Skills and QualificationsMinimum of 3 years relevant experience;Proficient in Afrikaans, both written and verbal...

Job OverviewTelesure Investment Holdings is a pioneering financial service provider, offering innovative solutions and exceptional customer service.This role is an exciting opportunity to join our team as a Customer Service Consultant, working closely with customers to understand their needs and provide tailored solutions.

About the RoleThe ideal candidate will have a minimum of 7 years of experience in private equity, investment banking, or corporate finance, along with a Bachelor's degree in Finance, Accounting, or a related field. Proficiency in Excel, PowerPoint, and other financial modeling software is also necessary.Responsibilities:Analyzing industry trends and market...

We are seeking a highly skilled GRC Consultant - Investment Fund to join our team at the Africa Catalytic Impact Facility.As a key member of our organization, this role will be responsible for providing expertise in governance, risk, and compliance matters.The ideal candidate will have a Bachelor's degree in a relevant field, professional registration with...

Third Party Liabilities Consultant - UninsuredTelesure Investment HoldingsJob Ref # : T0290021Industry : AcademicJob Type : PermanentPositions Available : 1TIH is the holding company of some of South Africa's leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and...

In this role, you will be responsible for cultivating sustainable growth and optimizing gross and net margins for the business. This includes fostering key relationships with distribution channels, financial advisers, and asset managers while ensuring the effective promotion of our tailored investment business offerings.Key ResponsibilitiesBCom or...

Key ResponsibilitiesThe Third Party Liabilities Consultant will be responsible for administering third party claims against clients, investigating quantum and merits, providing customer service, and ensuring compliance with organizational policies and procedures.RequirementsTo be considered for this role, you will need to have a solid understanding of claims...

Company OverviewMomentum is a leading financial services provider known for its innovative culture and entrepreneurial spirit. We are committed to wealth creation, preservation, insurance, and income protection for all our clients.We understand the retail insurance, savings, and investment markets in South Africa and strive to provide excellent service...

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Telusure Investment Holdings. As a key member of our sales team, you will be responsible for developing and maintaining relationships with existing and prospective customers, identifying sales opportunities, and driving business growth.About the RoleThis...

Customer Service Consultant (First For Women)Telesure Investment HoldingsJob Ref # : 02082023Industry : InsuranceJob Type : PermanentPositions Available : 5TIH is the holding company of some of South Africa's leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and...

About the JobWe are seeking a highly skilled Financial Planner to join our team at HR Options.Job SummaryThis role involves providing expert advice on financial planning, estate planning, risk management, and business insurance to clients.Main ResponsibilitiesLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers,...

Role OverviewThe Private Banking Advisor will play a key role in delivering our private banking services to high-net-worth individuals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients.Provide ongoing investment advice and portfolio management.Identify and pursue new business opportunities to drive...

**Company Description**: OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst...