High Net Worth Investment Consultant

1 month ago


Cape Town, Western Cape, South Africa iStaff Recruitment Full time

We are currently seeking an experienced Investment Analyst to join our team at iStaff Recruitment.

Job Description:

Ambitious and highly skilled Investment Analysts are required to manage complex financial models, provide comprehensive wealth and investment management support, and prepare detailed reports for high-net-worth clients. This is a fantastic opportunity to develop your skills and progress in your career.

About the Role:

  • Deal with complex financial modeling and scenario analysis
  • Manage client relationships and retain clients
  • Provide in-depth investment research and analysis
  • Collaborate with Wealth Managers to deliver excellent service

Requirements:

  • Suitable degree (e.g., Finance, Accounting)
  • FAIS compliant
  • Experience with Bloomberg and Iress
  • Analytically minded
  • At least 3 years' experience in an investment firm dealing with high-net-worth clients

What We Offer:

  • Estimated salary: £60,000 - £80,000 per annum
  • Opportunity to work with high-net-worth clients
  • Professional development and training

Company Overview:

iStaff Recruitment is a leading recruitment agency specialising in finance and accounting roles. We have a strong reputation for delivering exceptional results and building long-term relationships with our clients.



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

    Job Title: High Net Worth Banking SpecialistAbout Communicate RecruitmentWe are a professional recruitment agency dedicated to helping our clients find the best talent in the industry. Job Description:We are seeking a highly skilled and motivated High Net Worth Banking Specialist to join our team. As a key member of our wealth management division, you will...

  • Financial Advisor

    4 weeks ago


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

    The primary objective of this role is to increase Assets Under Management (AUM) by building relationships with high net worth individuals and delivering tailored financial solutions.To achieve this, the Financial Advisor will need to stay up-to-date with industry trends, collaborate with colleagues, and ensure seamless client service in line with Service...


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Rory Mackie & Associates, a leading Private Bank and Wealth Manager, is seeking a dynamic Junior Financial Advisor to join their team. This exciting opportunity will see you working closely with senior advisors to provide top-notch financial advice to high net worth clients.Responsibilities:You will be responsible for assisting senior advisors in providing...


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

    Job DescriptionA Financial Services Specialist is required to provide comprehensive wealth and investment management support.Deal with complex financial modeling and scenario analysis.Provide in-depth investment research and analysis.Support clients with their investment needs.About the Role:This is a challenging role that requires analytical skills and...


  • Cape Town, Western Cape, South Africa Palesa Mbali Group Full time

    About the RoleAs an Investment Consultant at Palesa Mbali Group, you will be responsible for providing outstanding service to investors, potential investors, and independent financial advisors across various servicing channels.You will take ownership of transactions, ensure accurate record-keeping, and actively participate in driving continuous improvement...

  • Senior .NET Developer

    2 months ago


    Cape Town, Western Cape, South Africa CapitalH Full time

    Job Title: Senior .NET Developer - Software ConsultantAbout the Role:We are seeking a highly skilled Senior .NET Developer to join our dynamic team at CapitalH. As a software consulting company, we pride ourselves on delivering innovative solutions to our clients.Key Responsibilities:Collaborate with cross-functional teams to finalise requirements, design...


  • Cape Town, Western Cape, South Africa Ten Group Full time

    Job Overview">Ten Group is seeking an exceptional Luxury Travel Consultant to join our German travel team. As a key member of our international service team, you will be responsible for delivering exceptional customer experiences and exceeding client expectations.About the Role">This is a unique opportunity to work with high-net-worth individuals and offer...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    The 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...


  • Cape Town, Western Cape, South Africa Career-seekers Recruitment Solutions Full time

    Job OpportunityWe are urgently seeking to appoint a Commercial Credit Specialist who has dealt with high-net-worth clients. The successful candidate will have a benchmarked CTC Salary of R30K - R45K per month.The key responsibilities of this role include:Managing commercial credit relationships with high-net-worth clients.Preparing and presenting deal...


  • Cape Town, Western Cape, South Africa Career-seekers Recruitment Solutions Full time

    Job DescriptionCareer-seekers Recruitment Solutions is a renowned National and International Financial Services Group seeking a suitably qualified and experienced Corporate Financial Analyst Lead. The ideal candidate will have dealt with high-net-worth clients and have a benchmarked CTC Salary of R30K - R45K per month.Responsibilities include:Dealing with...

  • Investment Consultant

    2 months ago


    Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full time

    About the RoleThe 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 ResponsibilitiesProvide...

  • Senior Wealth Manager

    1 month ago


    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    About Rory Mackie & AssociatesWe are a leading Private Bank and Wealth Manager catering to High-Net-Worth clients. Our team is dedicated to providing exceptional financial advice and guidance to our clients.

  • Investment Analyst

    2 months ago


    Cape Town, Western Cape, South Africa WTW Full time

    The 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...


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

    Job Title: Senior .NET Software EngineerJob Summary:We are seeking a highly skilled Senior .NET Software Engineer to join our team at IOCO. As a seasoned professional, you will play a critical role in designing and developing high-quality software solutions that meet our clients' needs.Key Responsibilities:Development: Utilize .NET/C# to build efficient,...


  • Cape Town, Western Cape, South Africa Point. Your Marketing Investment Partner Full time

    Job Title: Marketing Operations LeadAbout Us: Point. Your Marketing Investment Partner is a leading marketing solutions provider.Job Summary: We are seeking an experienced Project Manager to lead our marketing operations team. As a key member of our frontline team, you will be responsible for delivering operational excellence and revenue growth while...


  • Cape Town, Western Cape, South Africa Ten Group Full time

    Unlock a World of OpportunitiesWe are seeking an exceptional Luxury Travel Consultant to join our team at Ten Group. As a key member of our travel department, you will play a vital role in delivering tailored leisure travel experiences for our high-net-worth clients.The ideal candidate will possess excellent communication skills, be highly organized, and...


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

    Who are we? At Sanlam, we bring together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries, and pride ourselves on our superior products and solutions and high-quality service. Our comprehensive...


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

    Company OverviewNedbank is a leading financial services group in South Africa, offering a wide range of banking and investment solutions. With a growing presence in Europe, Nedbank is committed to delivering exceptional investment experiences for its clients.SalaryThe estimated salary for this role is between R750,000 - R1,200,000 per annum, depending on...


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

    About Our ClientOur client is a leading provider of cloud-based platforms, revolutionizing business communication and creating more human connections. Headquartered in Cape Town, they have experienced remarkable growth and are now seeking top-tier developers to support their global expansion.Job SummaryWe are looking for an exceptional software engineer to...


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

    Job OverviewAs a skilled .NET Core developer, you will be responsible for designing, developing, and deploying scalable and efficient applications using the latest .NET Core technologies. With a strong focus on problem-solving and critical thinking, you will work closely with our team to deliver high-quality solutions that meet the needs of our clients.Key...