Investment Planning Consultant

Purpose of the roleThe Client Service Centre, of our Client, is integral to the service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on...

About the RoleWe are searching for a highly skilled Financial Services Professional to provide expert financial guidance to our clients.The ideal candidate will possess a strong background in financial planning, necessary certifications, and a commitment to client-centric service.Develop and implement comprehensive financial plans and strategies,...

Investment Service Consultant Cape TownImmerse yourself in an environment filled with intelligent and motivating colleagues as you enhance your industry expertise by serving our clients. You will benefit from thoughtfully crafted support and recognition systems, all within a culture that prioritizes strong values. Qualifications & Skills:A Bachelor's Degree...

Purpose of the roleOur Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment...

Job SummaryWe are seeking a highly motivated Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding clients towards achieving their financial goals.Key Responsibilities:Evaluate clients' financial situations and...

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.Disclaimer: As an applicant,...

We are looking for a skilled and experienced Wealth Manager to join our team of financial professionals at Absa Bank. As a key member of our organization, you will be responsible for providing high-quality financial planning and advice to our clients.We offer a unique opportunity to join a leading provider of financial solutions, and be part of a...

An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...

Transform Your Career in Financial PlanningTumaini's mission is to provide ambitious financial planners with an unparalleled opportunity to revolutionize their careers. As a leading Property Investment Group in South Africa, we offer a unique market advantage that sets us apart from traditional products.Our Unique Market Advantage:Up to 10X higher commission...

Purpose:We're looking for a young graduate who wishes to establish a career in the investment and financial planning industry. We are currently looking to recruit a recent finance graduate who possesses a mix of independence, passion and drive. As an investment graduate you will go through a training programme consisting of learning about investment markets...

Purpose of the RoleThis role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company's high service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient...

RequirementsTo be considered for this position, you should have:3 years of experience in investment banking, management consulting, private equity or venture capital post articles.CA (SA) / CFA qualification.Strong analytical and financial modelling skills.Ability to create accurate valuations.

Key Responsibilities:Work as part of a professional team in an office-based role.Assist Client Portfolio Managers with investment proposals and portfolio analyses.Contact prospective clients and follow an established on boarding process.Provide financial planning advice while being supervised by senior professionals.Continuously learn about investment...

About the OpportunityThis pivotal role will support the business's strategic growth objective by credibly representing the business and our various investment capabilities locally and globally. As a Client Director, you will be responsible for developing and managing existing strategic relationships and partnerships with the wholesale market.Key...

Capital Legacy is seeking an experienced Investment Solutions Specialist to join their team. As a specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies.Responsibilities:Analyze clients' financial situations and create tailored investment plansResearch and recommend suitable...

About the Role:The Investment Distribution Specialist will play a pivotal role in taking our message to the market, building relationships with distribution channels and financial advisors, and implementing our business sales and growth strategy.We are seeking an experienced professional with a strong background in investment distribution, passion for...

Kenvue is seeking an experienced Senior Strategic Planning Consultant to join our team. As a key member of our self-care division, you will play a pivotal role in supporting our Head of Self-Care by driving business analytics, preparing strategic reviews, and tracking OKRs.You will collaborate with the Chief of Staff to manage board workstreams, ensuring...

About Our RoleWe are seeking an experienced Investment Manager to join our team at Humankind Group. In this role, you will be responsible for identifying and pursuing new business opportunities, building relationships with key stakeholders, and analyzing financial data to inform investment decisions.Key Responsibilities:Conduct market research to identify...

Old Mutual Alternative InvestmentsAs a Client Director, you will play a key role in expanding our investor base and developing long-term client relationships. This includes raising capital from institutional investors, such as pension funds, endowments, foundations, sovereign wealth funds, and family offices.Key Responsibilities:Capital Raising:Develop and...

At Absa Bank, we are looking for a seasoned Wealth Manager to join our fast-growing team of financial professionals. As a key member of our organization, you will be responsible for transforming the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.Fully registered with relevant financial...