Investment Advisory Specialist

1 day ago


Cape Town, Western Cape, South Africa Old Mutual Full time

Old Mutual is a leading insurance company dedicated to delivering exceptional service to our customers.

We are seeking highly motivated and dynamic individuals to join our team as Investment Advisory Specialists.

The role involves working closely with our customers to understand their financial goals and objectives, and developing and implementing tailored investment strategies to help them achieve these goals.

Key Accountabilities:

  1. Provide expert investment advice and guidance to our customers
  2. Develop and implement effective investment strategies
  3. Monitor and review customer portfolios on an ongoing basis

Requirements:

We require individuals with a Bachelors Degree (B), High School (Grade 12) (Required).



  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    About UsAquarius Specialist Recruitment is a reputable recruitment agency specializing in asset management and financial services.Job OverviewWe are seeking an experienced Investment Specialist to join our team. The successful candidate will have a strong investment background, excellent communication skills, and the ability to work effectively in a...


  • Cape Town, Western Cape, South Africa Wesbank Full time

    Portfolio Investment Specialist page is loadedPortfolio Investment SpecialistApply locations Cape Town time type Full time posted on Posted 4 Days Ago time left to apply End Date: March 9, days left to apply) job requisition id R29849Job DescriptionTo design and deliver investment solutions that meets specific client needs.To analyse market trends, evaluate...


  • Cape Town, Western Cape, South Africa Inukapartners Full time

    Inuka Partners is seeking a skilled Infrastructure Investment Specialist to join our team in Cape Town, South Africa. As part of our infrastructure fund, you will be responsible for executing transactions and identifying investment opportunities across Africa.About the RoleKey Responsibilities: Develop complex financial models, conduct financial analysis,...


  • Cape Town, Western Cape, South Africa Carrick Wealth Full time

    We are seeking an experienced Private Wealth Manager to join our team at Carrick Wealth. As a key member of our investment advisory services team, you will be responsible for delivering exceptional client experiences.Responsibilities:Developing and implementing comprehensive financial plans.Presenting detailed financial analyses and recommendations.Ongoing...


  • Cape Town, Western Cape, South Africa Wesbank Full time

    About the RoleWe are seeking a highly skilled and experienced Portfolio Investment Specialist to join our team in FNB Wealth and Investments. As part of our organization, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.This is an exciting opportunity for someone who can...


  • Cape Town, Western Cape, South Africa Fempower Full time

    Job Title: B-BBEE Advisory SpecialistJob Overview:We are looking for a skilled and experienced B-BBEE Advisory Specialist to provide expert guidance on Broad-Based Black Economic Empowerment (B-BBEE) compliance, strategy, and execution. The ideal candidate will have a strong grasp of the B-BBEE Act, Codes of Good Practice, and relevant regulations.Key...


  • Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Sagen Advisory is hiring a skilled Supply Chain Specialist to join our team. In this role, you will be responsible for developing and executing strategic plans to drive category growth and profitability, BUILDING strong partnerships with top brands, and ensuring timely delivery and cost-effectiveness through effective supply chain management.We are looking...


  • Cape Town, Western Cape, South Africa Mary Moir Consulting Full time

    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...


  • Cape Town, Western Cape, South Africa Elev8 Recruitment Services (Pty) LTD Full time

    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...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    Required Skills and QualificationsTo be successful in this role, you will need:A minimum of 5 years' experience in financial advisory servicesStrong knowledge of financial products and services, including life insurance, investment products, and retirement annuitiesExcellent communication and interpersonal skillsA strong understanding of regulatory...


  • Cape Town, Western Cape, South Africa Communicate Finance Full time

    Communicate Finance is looking for an experienced Investment Portfolio Specialist to join our team in Cape Town.About the JobThis role involves managing investment portfolios for our clients, analyzing market trends, and identifying new investment opportunities. The ideal candidate will have a strong understanding of financial markets, excellent analytical...


  • Cape Town, Western Cape, South Africa Planned Talent Full time

    At Planned Talent, we are seeking a highly skilled Infrastructure Investment Specialist to support our investment teams in conducting financial modeling and analysis. This role is a key part of our private equity investments.Purpose of the Job:The successful candidate will be responsible for assisting in sourcing, evaluating, and executing private equity...


  • Cape Town, Western Cape, South Africa Sheldon Recruitment Full time

    Job SummaryWe are seeking a highly skilled Business Investment Specialist to join our team. As an Investment Officer, you will be responsible for marketing the brand and building networks to identify viable business opportunities.About the RoleThis is a permanent role based in the Peninsula region.The ideal candidate will possess strong accounting knowledge...


  • Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full time

    Job DescriptionWe are seeking a highly skilled Investment Solutions Specialist to join our team at Efficient Frontier Recruitment.Key ResponsibilitiesProvide high-quality client service and foster strong relationships with clients, advisors, and stakeholders.Create in-depth investment manager research reports for clients and prospective clients.Analyse and...


  • Cape Town, Western Cape, South Africa talentCru Full time

    About the RoleTalentCru is seeking a talented Investment Performance Specialist to join our Investment Operations team. The successful candidate will be responsible for performing quantitative analysis and providing insightful recommendations to drive business growth.The ideal candidate must have a strong background in finance and investments, as well as...


  • Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Company OverviewSagen Advisory is a leading financial services company dedicated to providing expert guidance and support to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.


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

    Role SummaryThis senior leadership role requires a strategic thinker with excellent communication and interpersonal skills. The successful candidate will be responsible for driving business growth, managing budgets, and developing key relationships with clients and stakeholders.Main Responsibilities:Developing and implementing sales strategies to achieve...


  • Cape Town, Western Cape, South Africa BIM Legal Advisory Services Full time

    Job OverviewBIM Legal Advisory Services seeks a seasoned Business Development specialist to spearhead our growth strategy in Africa's SME sector.


  • Cape Town, Western Cape, South Africa M&G Investments Full time

    At M&G Investments, we are seeking a skilled Investment Data Specialist to join our Data Management Team. As a key member of the team, you will be responsible for executing and reviewing instrument, portfolio, and trade-related data across Order Management and Fund Accounting systems.Key ResponsibilitiesData Execution and Review: Execute and review...


  • Cape Town, Western Cape, South Africa Smart4Energy Full time

    Job Summary:We are seeking an experienced Clean Energy Investment Specialist to join our team at Smart4Energy. The successful candidate will be responsible for conducting market research, developing financial models, and providing sector datasets to support investment decisions.Responsibilities:Delivering accurate and comprehensive financial analysis and...