Senior Investment Consultant

1 day ago


Cape Town, Western Cape, South Africa Network Recruitment Full time
Job Title: Senior Investment Consultant

We 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, focusing on multi-manager portfolio strategies.
  • Lead the design, implementation, and monitoring of investment solutions tailored to client needs.
  • Conduct in-depth analysis of asset allocation, fund manager selection, and portfolio construction.
  • Engage with clients to build long-term relationships and offer ongoing portfolio reviews and performance analysis.
  • Stay up to date with market trends, economic developments, and new investment opportunities.
  • Collaborate with internal teams to ensure the alignment of client portfolios with strategic goals.
  • Prepare detailed investment reports and present recommendations to clients and stakeholders.
Requirements:
  • CFA designation (preferred) or CA(SA) qualification.
  • Extensive multi-manager experience, with a solid understanding of portfolio management and asset allocation.
  • Strong analytical skills, with the ability to evaluate fund managers and investment strategies.
  • Excellent communication and client relationship management skills.
  • Ability to work both independently and as part of a collaborative team.
What We Offer:
  • Competitive compensation package with performance-based incentives.
  • The opportunity to work with leading investment professionals in a dynamic and fast-paced environment.
  • Exposure to a diverse range of clients and multi-manager strategies.


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

    Job 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...


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

    Job 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...


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

    Senior Investment ConsultantWe are seeking a seasoned investment professional to join our team as a Senior Investment Consultant. The ideal candidate will have extensive experience in multi-manager portfolio strategies and hold a CFA designation or CA(SA) qualification.Key Responsibilities:Provide expert investment advice and insights to clients, focusing on...

  • Investment Consultant

    4 weeks 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...


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

    The 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

    3 weeks ago


    Cape Town, Western Cape, South Africa WTW Full time

    The 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 weeks ago


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

    Job 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

    2 weeks ago


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

    Purpose 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...


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

    Investment Service ConsultantOur client in the Investment Management industry is seeking high-performing, independent-minded academic achievers who are motivated and enthusiastic to join their graduate program in the Retail Client Services Division.The Investment Service Consultant position is a permanent role designed for recent graduates with less than two...


  • 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...


  • Cape Town, Western Cape, South Africa Manpower Group SA (Pty) Ltd Full time

    Job Title: Property Investment ConsultantWe are seeking a highly skilled Property Investment Consultant to join our team at Manpower Group SA (Pty) Ltd. As a Property Investment Consultant, you will be responsible for presenting property investment opportunities to prospective investors and clients, assessing their needs, and supervising the investment...


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

    Investment Service ConsultantWe are seeking a highly motivated and independent-minded individual to join our graduate program in the Retail Client Services Division. As an Investment Service Consultant, you will play a critical role in guiding clients through their investment journey, building trust and confidence with clients and advisers by delivering...


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

    Investment Service Consultant RoleWe are seeking a talented graduate to join our team as an Investment Service Consultant. This role offers a unique opportunity to build trust and confidence with clients while delivering exceptional service.Main Responsibilities:Establish long-lasting relationships with clientsDeliver a superior client experience through...


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

    Investment Service Consultant RoleWe are seeking a talented graduate to join our team as an Investment Service Consultant. In this role, you will be responsible for building strong relationships with clients and delivering exceptional service.Main Responsibilities:Engage with clients to understand their needs and preferences.Develop and implement effective...


  • Cape Town, Western Cape, South Africa Bright City Talent Full time

    Investment 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...


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

    Job Summary:Owlwork Recruitment is seeking a talented graduate to join our team as an Investment Service Consultant. In this role, you will be responsible for building trust and confidence in clients while delivering industry-leading service.About the Role:This is a fantastic opportunity to kick-start your career with a well-established investment services...


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

    Job 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...


  • Cape Town, Western Cape, South Africa Status Staffing Full time

    Senior Property Analyst Job DescriptionWe are seeking a highly skilled Senior Property Analyst to join our team at Status Staffing. As a key member of our team, you will be responsible for analyzing and evaluating commercial property investments, identifying opportunities for growth and improvement, and developing strategies to optimize our clients' property...


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

    Job 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...


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

    Capital 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...