Client Investment Consultant

KwaZulu Natal, Durban - R 20 000 Monthly (Phone allowance, petrol card, quarterly bonus) **Umhlanga. **Mature, hardworking and confident with Finance related Degree secures Offshore Investment Consultant position with passionate company within the Investments sector. **Responsibilities**: - Meet new clients and manage clients over the long-term - Provide...

Momentum is a financial services provider with a strong entrepreneurial spirit and innovative culture. Our goal is to help individuals create and preserve wealth through our insurance, income protection, and investment products.Job DescriptionThe Investment Consultant will craft meaningful partnerships with independent financial advisors (IFAs) to provide...

We are looking for a highly motivated and experienced Investment Strategy Consultant to join our team. The ideal candidate should have a deep understanding of financial planning and investments.">Responsibilities:">">Identify new business opportunities within our existing and new client base.">Build and maintain good relationships with clients.">Provide...

**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...

Role PurposeThe Investment Consultant crafts strong partnerships with independent financial advisors (IFAs), fostering long-lasting relationships that drive business growth.This role requires exceptional product, market, and sales knowledge, as well as first-class service delivery and business analysis skills.The successful candidate will be responsible for...

Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients and the marketplace. - Resolve...

Position: Offshore Property Investment Consultant Location: Durban **Salary**: R38 500 CTC. This is a guaranteed salary package. Excellent commission and incentive structure. A reputable, well-established Offshore Property Investment House based in La Lucia, Durban are expanding their team. This is your opportunity to offer a unique, capital growth...

Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients, financial advisors, and the...

An established financial services company is looking for a Senior Client Investment Specialist. **Job & Company Description**: This company, which is listed on the JSE, serves institutional clients as well as both individual members and the private and public sectors of the market. You will be responsible for investment client presentations, including...

Job OverviewWe are seeking a skilled Sales Consultant to join our team at Telesure Investment Holdings. As a Sales Consultant, you will be responsible for developing and maintaining customer relationships through telephonic sales.Key ResponsibilitiesMake calls to customers to develop new relationships or as a first point of contact.Interview customers to...

**Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

**Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

Telesure Investment Holdings is seeking a highly skilled and experienced Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for advising customers on our range of insurance products and services, as well as providing guidance on financial planning and management.The ideal candidate will have extensive...

Job OverviewMomentum seeks a skilled Investment Consultant to craft passionate partnerships with investment and wealth independent financial advisors (IFAs). This role requires in-depth knowledge of investments, wealth management, and industry trends.

About the RoleThe Investment Consultant will be responsible for crafting passionate, self-starter, energetic, and meaningful partnerships with investment and wealth independent financial advisors (IFAs). The ideal candidate will have a strong understanding of product, market, and sales knowledge to set them apart from their counterparts.Key...

DetailsClosing Date: 2025/06/30Reference Number: MMH230213-25Job Title: Talent Pool: Investment Consultant (KwaZulu-Natal)Position Type: PermanentRole Family: SalesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: KwaZulu-NatalLocation - Town / City: Pietermaritzburg and DurbanIntroduction:Momentum, a financial services...

Role SummaryWe are seeking an experienced Insurance and Investments Specialist to join our team at Ultra Personnel. In this role, you will be responsible for providing expert advice on life and short-term insurance needs to clients across various industries.Key QualificationsMinimum 5 years' experience as a Broker Consultant or Life Insurance Agent.Prior...

Reporting to:Manager: Client Relationship TeamKey Focus:To offer exceptional personalised service daily to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all  funds, products and processes.KEY OBJECTIVES:Provide support and assistance with all products, services and...

Sales Consultant : Budget Insurance (KZN)Telesure Investment Holdings2023-08-14 DurbanJob Ref # : T0750036Industry : AcademicJob 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...

In this role as a Mutual Fund Consultant, you will be responsible for advising clients on investment opportunities and providing guidance on how to achieve their financial goals. You will need to stay up-to-date with market trends and developments, and be able to communicate complex financial information in a clear and concise manner.You will work closely...