Investment Portfolio Advisor
2 weeks ago
The Recruiters is seeking an Investment Portfolio Advisor to join our team. As a key member of our organization, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, general queries, and maintaining relationships with clients.
The ideal candidate will have a strong understanding of investment products, including living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings investments. You will also maintain productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
Your primary objective is to propose solutions that meet each client's goals, needs, and objectives. Key responsibilities include preparing portfolio reviews as per the required frequency indicated on the CRM system, ensuring portfolio reviews are prepared within the required SLA timeframes, and capturing all reviews on the CRM management system in the prescribed expectations.
In addition, you will assist with switches, withdrawals, and general enquiries; provide general tax-related assistance; manage annual fee renewals; manage Section 37 & 14 transfers; authorize Investec CCM payments; and ensure that all administration and communication relating to clients are captured on the CRM system.
Required qualifications include a Bachelor's degree, Postgraduate Diploma in Financial Planning, Certified Financial Planner (CFP), and Regulatory Examination (RE5). Soft skills competencies include attention to detail, effective communication skills, and deadline-driven work.
This role offers an estimated salary of $100,000 - $160,000 per annum, depending on experience and qualifications. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
-
Western Cape Investment Portfolio Developer
6 days ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob Title: Western Cape Investment Portfolio DeveloperEstimated Salary: R700,000 - R1,100,000 per annumAbout The Company:The Recruitment Council is a leading investment management company seeking a talented and driven individual to join our team in Western Cape. We offer excellent career progression opportunities and a chance to shape key client...
-
Investment Portfolio Strategist
1 month ago
Cape Town, Western Cape, South Africa Tumaini Consulting Full timeSeeking a highly skilled Investment Portfolio Strategist to join Tumaini Consulting in Cape Town. This is an exceptional opportunity for a seasoned professional with expertise in portfolio management and analysis.About the RoleWe are looking for a talented individual to lead, supervise, and motivate a team of investment professionals. The ideal candidate...
-
Strategic Portfolio Advisor
3 weeks ago
Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full timeThe Client Service Centre plays a crucial role in delivering exceptional service to clients and independent financial advisers. As a Strategic Portfolio Advisor, you will be responsible for building trust and confidence through world-class service.You will gain in-depth knowledge of our client's range of products and develop the necessary skills to...
-
Investment Advisor
2 weeks ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is seeking a skilled Financial Advisor to join their team. The ideal candidate will have a passion for helping others achieve financial freedom and possess excellent communication and interpersonal skills.The successful candidate will be responsible for scheduling and confirming consultations with clients, working directly with...
-
Investment Portfolio Coordinator
1 month ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeCompany OverviewConova Recruitment is a leading recruitment agency specialising in the placement of experienced professionals within the financial services industry.Job SummaryThe Investment Portfolio Coordinator will play a key role in supporting the daily operations of our client's investment management team. This position involves maintaining accurate and...
-
Investment Portfolio Manager
6 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Title: Investment Portfolio ManagerWe are seeking a highly skilled and ambitious investment professional to join our team as an Investment Portfolio Manager.Estimated Salary: R800,000 - R1,200,000 per annumAbout the Role:The successful candidate will be responsible for conducting in-depth research on various industries and competitors, with a focus on...
-
Strategic Investment Portfolio Strategist
3 weeks ago
Cape Town, Western Cape, South Africa Parvana Full timeJob Title: Strategic Investment Portfolio StrategistOverview: Parvana seeks a talented individual to fill the role of Strategic Investment Portfolio Strategist. This position requires a deep understanding of investments, portfolio construction, and manager research.About Us: At Parvana, we believe that our clients' work goes beyond financial gains. We offer...
-
Senior Investment Portfolio Strategist
3 weeks ago
Cape Town, Western Cape, South Africa Parvana Full timeJob DescriptionAt Parvana, we are seeking a skilled Senior Investment Portfolio Strategist to join our team. As a key member of our investment management division, you will be responsible for providing high-quality analysis and support to our clients.**Company Overview**Our client is a leading provider of independent advice, analysis, and reporting services...
-
Investment Portfolio Manager
1 week ago
Cape Town, Western Cape, South Africa Set Consulting Full timeSet ConsultingA highly attractive market-related package is available for the position of Investment Portfolio Manager in Cape Town.We are seeking a highly skilled Investment Portfolio Manager to join our team at Set Consulting. The successful candidate will be responsible for research and analysis of listed securities both in SA and globally.Key Performance...
-
Portfolio Manager
6 days ago
Cape Town, Western Cape, South Africa The Recruiters Full timeRole DescriptionAs a Portfolio Manager - Debt and Equity Investments, you will be responsible for managing a diverse portfolio of private debt and equity investments. Your expertise will be invaluable in identifying investment opportunities and monitoring portfolio performance.Requirements:Chartered Accountant (SA) professional qualification.5+ years...
-
Investment Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa WTW Full timeOverviewWe are seeking an experienced Investment Consultant to join our Cape Town office. As a key member of our asset consulting division, you will contribute to Towers Watson's investment consulting activities.About the RoleThis is a challenging opportunity for a talented professional to develop their skills and expertise in investment consulting. You will...
-
Investment Portfolio Performance Specialist
3 days ago
Cape Town, Western Cape, South Africa CF Consulting Full timeAbout the RoleWe are seeking a skilled Investment Portfolio Performance Specialist to join our team at CF Consulting.
-
Property Portfolio Strategist
1 month ago
Cape Town, Western Cape, South Africa Manpower Group SA (Pty) Ltd Full timeAs a Property Portfolio Strategist with Manpower Group SA (Pty) Ltd, you will have the opportunity to work with our client based in Paarl, Western Cape. Our client is seeking a Real Estate Investment Advisor to join their team and take advantage of unparalleled earning opportunities through bonuses and incentives that are unmatched in the industry.Salary:...
-
Investment Operations Specialist
6 days ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob Title: Senior Portfolio ManagerWe are seeking a highly skilled professional to join our Investment Platform Operations team as a Senior Portfolio Manager. As a key member of the team, you will be responsible for providing a holistic service to Advisors and their assistants, managing all relevant requests, and ensuring online submissions meet all business...
-
Senior Credit Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa Old Mutual Full timeCompany Overview Old Mutual is a leading diversified financial services group, dedicated to delivering long-term value for all its stakeholders. Our commitment to innovation and excellence drives us to be at the forefront of investment solutions. Salary $150,000 - $200,000 per annum (dependent on experience) About This Role This role is a key part of our...
-
Investment Portfolio Manager
6 days ago
Cape Town, Western Cape, South Africa Status Staffing Full timeAs an Investment Officer at Status Staffing, you will have the opportunity to work with a dynamic team of professionals who are passionate about delivering exceptional results. Your key responsibilities will include:Marketing and Networking: You will be responsible for promoting the company's brand and building relationships with potential clients and...
-
Portfolio Executive
2 months ago
Cape Town, Western Cape, South Africa Tumaini Consulting Full timePortfolio Manager & Analyst Job DescriptionWe are seeking an experienced Portfolio Manager & Analyst to join our team at Tumaini Consulting. As a key member of our investment team, you will be responsible for managing equity, fixed income, and multi-asset class portfolios.Requirements:A minimum of five to eight years of related experience in analysis and/or...
-
Senior Portfolio Manager
6 days ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeCompany OverviewRory Mackie & Associates is a leading global Asset Manager seeking to hire a skilled professional to join their Investment Platform Operations team. Our company prides itself on providing exceptional client servicing and administration of global products offered.Job DescriptionThe Senior Portfolio Manager will provide a holistic service to...
-
Portfolio Administrator
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob SummaryiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to manage a portfolio of 350-450 properties. The ideal candidate will have a strong administrative background and experience with rentals environments.Key Responsibilities:• Manage a large property portfolio•...
-
Financial Portfolio Strategist
2 weeks ago
Cape Town, Western Cape, South Africa CF Consulting Full timeAbout the RoleWe are seeking a highly skilled Investment Portfolio Analyst to join our team at CF Consulting. As an Investment Portfolio Analyst, you will play a key role in managing a portfolio of investments and providing meaningful analysis to support successful portfolio management.Key ResponsibilitiesWork closely with senior members of the team to...