Investment Consultant
2 weeks ago
About the Role
The Client Service Centre at Hans Mahrt and Company (Pty) Ltd plays a vital role in delivering exceptional service to clients and independent financial advisers. As an Investment Service Consultant, you will build trust and confidence by providing world-class service and empowering clients on their investment journey.
Key Responsibilities
- Provide excellent service to investors, potential investors, and independent financial advisers through various servicing channels.
- Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
- Educate clients by sharing product and fund knowledge, ensuring they make informed investment decisions.
- Take end-to-end ownership of transactions and maintain accurate record-keeping.
- Contribute to solutions that address client problems and drive continuous improvement within the organisation.
Requirements
This role is suitable for individuals who are highly performance-driven and eager to take on new challenges. Key attributes include a growth mindset, resilience, and adaptability.
Qualifications and Benefits
A bachelor's degree in Commerce or Business Science, majoring in Finance, Investments, Economics, Mathematics, or Statistics, is preferred. The company offers a competitive salary, lucrative bonus structure, access to an onsite gym, and opportunities for further education.
-
Investment Consultant
2 months ago
Cape Town, Western Cape, South Africa WTW Full time{"title": "Investment Consultant Role", "content": "Job SummaryWe are seeking an experienced Investment Consultant to join our team at WTW, a leading global professional services company. As an Investment Consultant, you will play a key role in contributing to our Investment consulting activities, working closely with clients to deliver advice on investment...
-
Investment Consultant
1 month ago
Cape Town, Western Cape, South Africa WTW Full timeThe RoleWTW is seeking an experienced Investment Consultant to join our Cape Town office. As a key member of our asset consulting division, you will contribute to the delivery of investment consulting services to our clients. Your primary responsibilities will include:Client/Service Provider InteractionEngage with clients to determine meeting agendas and...
-
Investment Consultant
2 months ago
Cape Town, Western Cape, South Africa WTW Full timeThe RoleWTW is seeking an experienced investment consultant to join our Cape Town office. As a key member of our asset consulting division, you will contribute to the delivery of investment consulting services to our clients. Your primary responsibilities will include:Client/Service Provider InteractionEngage with clients to determine meeting agendas and...
-
Investment Consultant
1 month ago
Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full timeJob Title: Investment ConsultantAt Hans Mahrt and Company (Pty) Ltd, we are seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in building trust and confidence with our clients and independent financial advisers.Key Responsibilities:Provide exceptional service to investors, potential...
-
Investment Consultant
4 weeks ago
Cape Town, Western Cape, South Africa WTW Full timeThe RoleWTW is seeking an experienced investment consultant to join our Cape Town office. As an investment consultant, you will be responsible for managing a portfolio of clients and assisting senior consultants in delivering advice to larger/more complex clients. Your primary responsibilities will include:Client/Service Provider InteractionEngaging with...
-
Investment Consultant
1 month ago
Cape Town, Western Cape, South Africa Hans Mahrt & Company (Pty) Ltd Full timePurpose of the RoleThe Client Service Centre plays a vital role in delivering exceptional service to clients and independent financial advisers. As an Investment Service Consultant, your primary objective will be to establish trust and confidence with clients and advisers through outstanding service.Our consultants make a meaningful impact by empowering...
-
Senior Investment Consultant
2 months ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Title: Senior Investment ConsultantWe are seeking a highly skilled Senior Investment Consultant with multi-manager experience and a strong background in managing teams to join our dynamic firm. If you have a passion for investments and a proven track record in leadership, this role is for you!Key Responsibilities:Develop and implement investment...
-
Senior Investment Consultant
3 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeWe are seeking a highly skilled Senior Investment Consultant with multi-manager experience and a strong background in managing teams to join our dynamic firm. If you have a passion for investments and a proven track record in leadership, this role may be suitable for you.Key Responsibilities:Develop and implement investment strategies with a focus on...
-
Investment Service Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Palesa Mbali Group Full time{"title": "Investment Service Consultant", "content": "Job SummaryWe are seeking a highly skilled Investment Service Consultant to join our team at Palesa Mbali Group. As an Investment Service Consultant, you will be responsible for providing exceptional service to our clients, building trust and confidence through explaining our investment philosophy and...
-
Senior Investment Consultant
2 months ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Title: Senior Investment ConsultantWe are seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for providing expert investment advice and insights to clients, focusing on multi-manager portfolio strategies.Key Responsibilities:Design, implement, and monitor investment solutions...
-
Junior Investment Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Bright City Talent Full timeJoin Bright City Talent as a Junior Investment ConsultantWe are seeking a highly motivated and detail-oriented Junior Investment Consultant to join our team in Cape Town. As a Junior Investment Consultant, you will play a key role in building strong relationships with our clients and providing exceptional service to support their financial goals.About the...
-
Senior Investment Consultant
1 month ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Title: Senior Investment ConsultantWe are seeking a highly experienced investment professional to join our team as a Senior Investment Consultant. The ideal candidate will have a strong background in investment management, with a focus on multi-manager portfolio strategies.Key Responsibilities:Provide expert investment advice and insights to clients,...
-
Investment Service Consultant
2 months ago
Cape Town, Western Cape, South Africa Palesa Mbali Group Full time{"title": "Investment Service Consultant", "content": "Job SummaryWe are seeking a highly skilled Investment Service Consultant to join our team at Palesa Mbali Group. As an Investment Service Consultant, you will be responsible for building strong relationships with clients and providing them with exceptional service.Key Responsibilities:Provide expert...
-
Professional Investment Consultant
3 days ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeThe 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...
-
Junior Investment Consultant
2 months ago
Cape Town, Western Cape, South Africa Bright City Talent Full timeInvestment Consultant OpportunityBright City Talent is seeking a skilled Investment Consultant to join our team in Cape Town. As a key member of our Retail Client Service department, you will be responsible for building strong relationships with clients and independent financial advisers.Key Responsibilities:Develop in-depth knowledge of a range of financial...
-
Investment Service Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Palesa Mbali Group Full timePurpose of the RoleWe are seeking a highly skilled and motivated Investment Service Consultant to join our team at Palesa Mbali Group. As a key member of our Client Service Centre, you will play a vital role in building trust and confidence with our clients and independent financial advisers.Your primary objective will be to empower our clients on their...
-
Investment Service Consultant
1 month ago
Cape Town, Western Cape, South Africa Ziyana Group Full timeJob SummaryWe are seeking a highly motivated and enthusiastic graduate to join our team as an Investment Service Consultant in the Retail Client Services Division. As a key member of our team, you will be responsible for delivering exceptional service to investors, potential investors, and independent financial advisers through multiple channels.Key...
-
Investment Service Consultant
1 month ago
Cape Town, Western Cape, South Africa Wenz Recruitment Full timeJob Title: Investment Service ConsultantWe are seeking a highly skilled Investment Service Consultant to join our team at Wenz Recruitment. As a key member of our corporate financial services team, you will be responsible for providing exceptional client service and support to internal and external clients.Key Responsibilities:Ensure timely and accurate...
-
Investment Analyst
2 weeks ago
Cape Town, Western Cape, South Africa WTW Full timeThe 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...
-
Capital Investment Consultant
1 month ago
Cape Town, Western Cape, South Africa Recruitment Full timeCapital Investment Consultant (JB4619)R25 000 per month basic plus allowancesPermanent PositionA prominent provider of automated cash management and payment solutions within the retail sector is seeking a skilled and motivated Capital Investment Consultant to enhance the promotion and sales of their capital-focused offerings across diverse industries.As a...