Senior Investment Consultant

3 months ago

Cape Town, South Africa Consulting and Advisory Business Full time

**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 investment decision-making.
- Run quantitative and qualitative analyses on client portfolios.
- Assess the impact and implementation of market or regulatory changes on client portfolios.
- Ability to support fellow investment consultants in ensuring that clients are adequately serviced.
- Technical excellence in servicing corporate clients.
- Embodying principles of Treating Customers Fairly.
- Facilitating and coordinating work between internal departments.
- Self-development.
- Ensure that standard procedures and best practices are maintained and adhered to.
- Risk awareness and the management of these risks.

**KNOWLEDGE, SKILLS AND CORE COMPETENCIES**:

- Knowledge of investment products/asset classes and the wider investment services industry.
- Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint).
- Systems knowledge and experience advantageous (Morningstar, Iress).
- Self-starter.
- Excellent writing and presentation skills.
- Cultivate innovation by creating new and better ways for the organisation to be successful.
- Client focus - building strong customer relationships and delivering customer-centric solutions.
- Drives results - consistently achieving results, even under tough circumstances.
- Collaborates - building partnerships and working collaboratively with others.
- Resilience - rebounding from setbacks and adversity when facing difficult situations.

**KEY ATTRIBUTES**:

- Organisational savvy - manoeuvring comfortably through complex policy, process and people related organisational dynamics.
- Manages complexity - making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
- Drives engagement - creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
- Displays care - showing care and consideration to our clients that extends beyond professionalism.

**QUALIFICATIONS AND EXPERIENCE**:

- Relevant bachelor’s degree -majoring in Finance, Economics or Actuarial Science.
- CAIA, CFM, M.Com. advantageous.
- FAIS Accreditation / RE5 advantageous.
- Multi-lingual advantageous.
- Minimum of 3 - 5 years investment consulting / multi-manager research experience.
- Excellent presentation skills honed in a consulting / multi-manager environment.
- Own transportation for traveling to clients as necessary.

**Job Types**: Full-time, Permanent

**Education**:

- Bachelors (required)

**Experience**:

- investment consulting / multi-manager research: 3 years (required)

  • Senior Lawyer

    6 months ago

    Cape Town, South Africa Investment Manager firm Full time

    **Position Title: Senior Lawyer (Cape Town) - Agricultural Investments** **Company Overview**: A respected Investment Manager is looking for a Senior Lawyer with experience in corporate finance to join their dynamic team. The individual should be an admitted attorney and a member of the Law Society. A keen interest in financial services, investments and...

  • Investment Consultant

    7 months ago

    Cape Town, South Africa WTW Full time

    **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...

  • Investment Consultant

    7 months ago

    Cape Town, South Africa WTW Full time

    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...

  • Investment Consultant

    2 months ago

    Cape Town, South Africa WTW Full time

    **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...

  • Finance Graduate

    7 months ago

    Cape Town, South Africa deVere Investment Full time

    EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

  • Investment Consultant

    1 month ago

    Cape Town, South Africa Momentum Distribution Services Full time

    **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...

  • Investment Client Services Consultant

    7 months ago

    Cape Town, South Africa Six Sense Full time

    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**: -...

  • Investment / Asset Consultant

    7 months ago

    Cape Town, South Africa Efficient Frontier Recruitment Full time

    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...

  • Investment Consultant

    3 days ago

    Cape Town, Western Cape, South Africa Palesa Mbali Group Full time

    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...

  • Property Investment Consultant

    3 months ago

    Cape Town, South Africa IGrow Wealth Investments Full time

    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...

  • Investment Analyst

    2 months ago

    Cape Town, Western Cape, South Africa WTW Full time

    The Role:As an Investment Consultant at WTW, you will contribute to the asset consulting division's activities in Cape Town. You will manage a portfolio of clients and assist senior consultants in delivering investment advice to larger, more complex clients. Key responsibilities include:Client/Service Provider InteractionEngage with clients to determine...

  • Professional Investment Consultant

    1 month ago

    Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    The Liberty Standard Bank Group is seeking a highly skilled and motivated Professional Investment Consultant to join our team. With a competitive salary package of R10000.00 start-up stipend for new entrants, you will have the opportunity to forge a career in financial services.About the RoleAs a Professional Investment Consultant, you will be responsible...

  • Procurement Consultant

    6 months ago

    Cape Town, South Africa DataTech Recruitment Full time

    Join a leading Global Alternative Investment Company as a Procurement Consultant (Investments & Market Data), where you will drive the strategic procurement and utilization of market data to enhance investment team workflows and maximize returns for clients. This role offers the opportunity to collaborate closely with investment teams, research...

  • Graduate: Investment Service Consultant

    3 months ago

    Cape Town, South Africa Palesa Mbali Group Full time

    **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...

  • Investment Consultant

    6 months ago

    Cape Town, South Africa Ikusasa Recruitment Group Full time

    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

    6 months ago

    Cape Town, South Africa RPO Recruitment Full time

    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...

  • Graduate Investment Service Consultant

    6 months ago

    Cape Town, South Africa FROGG Recruitment Full time

    **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,...

  • Investment Consultant

    7 months ago

    Cape Town, South Africa Momentum Distribution Services Full time

    **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...

  • Investment Consultant

    7 months ago

    Cape Town, South Africa Momentum Distribution Services Full time

    **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...

  • Senior Retail Investment Manager

    3 days ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    As a Senior Retail Investment Manager at The Recruitment Council, you will be responsible for driving business growth and fostering relationships within the Western Cape retail investment market. With a strong presence in the region, your network and industry expertise will be crucial in promoting our funds to key stakeholders. Key Responsibilities...