Investment Consultant

2 weeks ago


Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full time
Job Title: Investment Consultant

At 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 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 on product and fund knowledge, empowering them to make informed investment decisions.
  • Take end-to-end ownership of transactions and ensure accurate record-keeping.
  • Contribute to the organisation's drive towards continuous improvement by suggesting solutions to client problems.
Requirements:
  • A bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics, or Statistics.
  • Strong verbal and written communication skills.
  • Ability to deal with complexity in a high-pressure environment.
  • Analytical thinking, attention to detail, and problem-solving ability.
  • A genuine passion for people and a commitment to service excellence.
What We Offer:
  • A competitive salary of R315,000 per annum.
  • A lucrative bonus structure.
  • Onsite gym facilities.
  • Access to further education opportunities.

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