Investment Consultant
2 months ago
Our client, a leading player in the financial services industry, is seeking a highly motivated and experienced Investment Consultant to join their team. As a key member of the distribution team, you will be responsible for building and maintaining relationships with financial intermediaries, driving business growth, and delivering exceptional client service.
Key Responsibilities:- Develop and execute strategies to grow assets across the unit trust product range.
- Build and maintain strong relationships with distribution partners, including IFAs, DFMs, and multi-managers.
- Collaborate with the marketing team to launch new products and campaigns.
- Contribute to the development of the company's distribution strategy and provide commercial insights.
- Represent the company with professionalism in all engagements and foster cross-selling opportunities.
- Proven track record in client engagement and business development.
- Extensive experience in servicing financial intermediaries.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Proficient in Microsoft Office and CRM systems.
This is an exciting opportunity for a results-driven professional to make a meaningful impact in a dynamic and growing company. If you are a motivated and experienced Investment Consultant looking for a new challenge, please submit your application.
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Investment Consultant
6 months ago
Sandton, South Africa Momentum Distribution Services Full time**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...
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Investment Consultant | Sandton
2 months ago
Sandton, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset. Key Responsibilities: 1. Service IFAs, DFMs, multi-managers, and other financial...
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Investment Consultant | Sandton
2 weeks ago
Sandton, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...
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Investment Consultant | Sandton
3 months ago
Sandton, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...
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Investment Analyst
3 months ago
Sandton, South Africa Sasria Full timeClosing Date - 2024/09/20 - Reference Number - SAS240909-2 - Job Title - Investment Analyst - Job Type - Permanent - Division - Finance - Department - Investment Managements - EE Occupational Levels - Level 4 & 5: Skilled, Technical and Academically Qualified - Location - Town / City - Sandton - Location - Province - Gauteng - Location - Country - South...
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Investment Consultant | Sandton
3 months ago
sandton, Gauteng, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset. Key Responsibilities: Service IFAs, DFMs, multi-managers, and other financial intermediaries...
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X2 Investment Consultants
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Sandton, South Africa Sanlam Full timeAbout Sanlam Corporate: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...
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Sandton, South Africa PPS Recruitment Full timePPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance...
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Investment Associate
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Sandton, South Africa Nefcorp Full timeJob category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The National Empowerment Fund is looking for an Investment Associate who will join the uMnotho Fund team. The purpose of this role is to source and execute deals, support business development as well as maintain client...
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Sandton, South Africa IDC Full time**Synopsis** To ensure that pre-investment business support services are delivered to qualifying transactions to enhance their business case and readiness for funding, in collaboration with the relevant Strategic Business Units (SBUs) and stakeholders. The job also entail the management of service providers’ deliverables according to the approved terms of...
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Investment Specialist
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Investment Research Analyst
6 months ago
Sandton, South Africa Sanlam Full timeAbout Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...
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Manager: Pre-investment Business Support
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Sandton, South Africa IDC Full time**Synopsis** To ensure the appropriate and timeous implementation of pre-investment business support interventions for qualifying transactions to enhance their investment readiness; and manage the relevant stakeholder relationships within an enterprise development ecosystem Financial/Shareholder Returns Development of annual business plans and formulation...
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Sandton, South Africa Momentum Distribution Services Full time**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...
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Advisor Consultant
1 month ago
Sandton, South Africa Investec Full timeDescription The consultant will provide intermediary services (administrative and marketing) and Product advice across the client sets of both the Investment and Life Insurance products offered to Investec Private Bank Clients The Result The consultant will provide intermediary services (administrative and marketing) and product advice across the...
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Simeka: Investment Research Analyst
3 months ago
Sandton, South Africa Sanlam Full time**Who are we?** Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...
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Structured and Investment Solutions Support-2
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Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
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Strategic Investment Advisor
3 weeks ago
Sandton, South Africa The Recruitment Council Full timeJob Summary:The Recruitment Council is seeking an experienced Investment Consultant to join our team. In this role, you will be responsible for servicing financial intermediaries, building relationships with distribution partners, and focusing on raising assets across the Unit Trust product range.Key Responsibilities:Servicing Financial Intermediaries:...
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Strategic Investment Advisor
1 month ago
Sandton, Gauteng, South Africa The Recruitment Council Full timeAbout the RoleWe are seeking an experienced Investment Consultant to join our team at The Recruitment Council.Key ResponsibilitiesDevelop and maintain strong relationships with financial intermediaries, including IFAs, DFMs, and multi-managers, to drive business growth and expansion.Identify and capitalize on opportunities to raise assets across the Unit...