Investment Services Associate

Job category: Banking, Finance, Insurance. StockbrokingLocation: Cape TownContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionAs an Investment Associate in our Western Cape Regional Office, you will have the responsibility to screen and process regional applications in accordance with the NEF policies and procedures. Additionally, you...

Job DescriptionThe Associate Client Services Director will maintain strong relationships with clients, handle their issues and demands efficiently, and provide high-quality services including investment fund administration/accounting and financial statements preparation.

Company OverviewAllan Gray Proprietary Limited is a leading investment management company committed to providing exceptional service and long-term investing solutions.

At Ziyana Group, we are seeking high-performing and independent-minded academic achievers to join our graduate program in the Retail Client Services Division. This is a permanent role designed for recent graduates with less than two years of work experience.The Investment Service Consultant position plays a vital role in guiding clients through their...

Elev8 Recruitment Services (Pty) LTD is seeking an experienced Investment Expert to join their dynamic team. As an Investment Expert, you will be responsible for identifying investment opportunities and conducting thorough research and analysis. You will have a strong background in finance, with a degree in Finance or a related field. You will have proven...

About the Opportunity:We are seeking a talented Fund Accountant to join our team in Cape Town. As a key member of our financial services team, you will be responsible for managing the financial reporting of funds, including quarterly and annual financial statements, internal and external audits, and investment documentation delivery.Responsibilities:Review...

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...

Servicing Our ClientsAs a High Net Worth Investment Specialist, you will manage and grow a portfolio of high net worth clients, trusts, investment holding companies, and businesses.You will formulate tactical strategy and associated delivery plans related to single practice areas, ensuring proactive integration and operational tactical enhancement.

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 investment...

Job title : Wealth Investment ManagerJob Location : Western Cape, Cape TownDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryManage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs.   Formulate...

About the Job:We are seeking a Service Excellence Associate to join our team at Buffalo. As a Service Excellence Associate, you will be responsible for ensuring that all customers receive exceptional service from our team members. You will work closely with customers to resolve their issues and provide them with accurate information about our products and...

Purpose of the RoleThis role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company's high service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient...

Investment Services RoleThe Legacy Client Service Consultant plays a critical role in maintaining the high standard of quality by efficiently processing instructions received by Glacier.This consultant provides excellent client services to internal and external parties, ensuring accurate and efficient data capture, clear communication of business...

Key ResponsibilitiesThe Installation Associate will be responsible for informing technicians of any shortfalls or limitations of the equipment and tools, ensuring that equipment is removed before leaving premises, and ensuring that vehicles and sites are clean upon completion of an installation.

About the CompanyElev8 Recruitment Services (Pty) LTD is a reputable recruitment agency based in Cape Town. We specialize in placing talented professionals in top investment firms across various industries.The successful candidate will be responsible for managing a portfolio of investment opportunities, conducting due diligence, and providing regular updates...

What Sets Us ApartWe operate from 30 local offices worldwide and manage €191 billion of assets under management.We pride ourselves on our high-performance culture that values continual performance improvement and offers a collegiate environment that operates on a global level.Contract DetailsContract Type: FULL_TIMEFocus: Investment ManagementWorkplace...

We are seeking a highly motivated and skilled Pre-Investment Specialist to join our team. As a Pre-Investment Specialist, you will be responsible for conducting thorough research and analysis to identify investment opportunities. You will stay abreast of industry developments, build and maintain a network of deal sources, and manage a pipeline of potential...

About the CompanyMary Moir Consulting's client is a reputable investment management company providing bespoke financial planning and advisory services to clients preparing for or already in their retirement years. The company offers a comprehensive range of financial services including investment and portfolio management, offshore financial services, trustee...

GPM Investments LLC is seeking a Customer Experience Ambassador to enhance the retail experience for our customers. As a Sales Associate, you'll be responsible for providing excellent customer service, maintaining store appearance, and driving sales growth.

Senior Portfolio Compliance SpecialistWe are seeking a highly skilled and experienced Portfolio Compliance Specialist to join our team at Old Mutual Investment Group.This role involves ensuring the compliance and governance of client portfolios, working closely with the portfolio compliance officers, legal teams, operations, traders, and portfolio...