Investment Consultant

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 advice to larger /...

ROLE DESCRIPTION: This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. PURPOSE OF JOB: Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers KEY RESPONSIBILITIES: - Daily, monthly and quarterly retrieval, validation, reconciliation,...

**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...

Hans Mahrt and Company is a solutionist Recruitment Consultancy looking for suitable candidates to fill the role of Investment Service Consultant for a Major Investment Service Company based in Cape Town.About the CompanyOur client, an Investment Management Company in Cape Town, is seeking high performing individuals to join their investment service...

**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...

We are looking for an Investment Service Consultant to join our team. We have multiple channels for servicing clients and executing their transactions. The Consultant is the primary touch point for existing and potential clients and is at the forefront of the way in which a client experiences our firm. Our team of Consultants focus on engaging and...

Career Opportunities: Investment Service Consultant | Retail Client Services (8479)DescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.Job SummaryWhy should you consider Allan Gray?At Allan Gray, you will spend your days doing meaningful and engaging work with...

Career Opportunities: Investment Service Consultant | Retail Client ServicesDescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience.Job SummaryWhy should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work with smart,...

Job title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls...

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...

Get AI-powered advice on this job and more exclusive features.10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings. Helping people get more money when they need it, is our aim.10X is unique in offering consistent investment returns with low fees, alongside personalised service and...

Ziyana Group is seeking high-performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division.The Investment Service Consultant position is a permanent role designed for recent graduates with less than two years of work experience. As an Investment Service Consultant,...

About the RoleAs a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients and partners, and driving revenue growth.You will have expertise in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as a strong understanding of...

Get AI-powered advice on this job and more exclusive features. 10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings.Helping people get more money when they need it, is our aim. 10X is unique in offering consistent investment returns with low fees, alongside personalised service and...

Job DescriptionKey Responsibilities:Participate in a graduate program as an Investment Consultant Graduate in the Investment Customer Service for one of our clients in the finance industry.Develop skills and knowledge in investment consulting and customer service.Requirements:Less than 2 years of work experience.GPA (Graded Point Average) of no less than 65%...

Are you looking for a challenging and rewarding career as a Property Investment Professional? As a member of our team, you will have the opportunity to work with high net worth clients to help them achieve their investment goals.We are seeking experienced property consultants and investment professionals who possess a passion for continuous learning and...

Investment Service Consultant Cape TownImmerse yourself in an environment filled with intelligent and motivating colleagues as you enhance your industry expertise by serving our clients. You will benefit from thoughtfully crafted support and recognition systems, all within a culture that prioritizes strong values. Qualifications & Skills:A Bachelor's Degree...

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...

**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...