A renowned investment consultancy is seeking a Senior Investment Consultant to lead client engagements and provide strategic investment advice. This role requires excellent communication skills and experience in client management, along with technical expertise in investment consulting. Candidates should possess an Honours Degree in a relevant field and 5-10 years of experience. The position...
Overview 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 Purpose The Investment Development Consultant uses...
A prominent investment advisory firm in Johannesburg seeks a Senior Investment Consultant to lead client engagements, provide strategic investment advice, and mentor junior consultants. Ideal candidates will have 5–10 years of experience in investment consulting and hold an Honours Degree in a related field. Profound expertise in strategic asset allocation and client advisory is crucial, along...
Client Advisory & Relationship Management - Lead and manage client relationships across pension, insurance, and institutional mandates - Develop and implement tailored investment strategies aligned with client objectives - Present investment performance, market updates, and recommendations at board and committee meetings - Draft and maintain Investment Policy Statements (IPS) and governance...
A prominent financial services institution in Johannesburg is seeking a Broker Consultant to foster partnerships with Private Advisors. The ideal candidate will have a BCom degree and 3-5 years of experience in investment and long-term insurance. Responsibilities include managing campaigns, providing support, and building relationships while achieving strategic objectives. Join a dynamic team...
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products. Base pay range ZAR340,000.00/yr -...
Career Opportunities: Investment Service Consultant | Retail Client Services (8854) Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary Why should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our...
Role Purpose The Investment Consultant crafts passionate, self‑starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first‑class service,...
Cape Town, Western Cape, South Africa Job Openings Consultant/Manager CT (Insurance/Investments/Banking) About the job Consultant/Manager CT (Insurance/Investments/Banking) Project Manager (Insurance & Investments) Location: Cape Town, SA Hybrid | Salary: Competitive (because you're worth it!) Are you the master of juggling timelines, herding stakeholders, and slaying project dragons, all...
Join to apply for the Investment Service Consultant | Retail Client Services role at Allan Gray. Job Title Investment Service Consultant | Retail Client Services Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary Why should you consider Allan Gray? At Allan Gray, you will spend your...
Role Purpose The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engagers (diversity), first-class service,...
Overview Reference: CFA020893-KR-1 Seeking a Senior Investment Consultant to lead client engagements, provide strategic investment advice and deliver high-quality consulting outputs. This role combines technical investment expertise with strong client relationship management skills and offers the opportunity to mentor junior consultants while driving transition to a tech-enabled consulting...
A leading investment firm in Cape Town is seeking an Investment Service Consultant to join their Retail Client Services team. The ideal candidate is a recent graduate with a bachelor's degree in Commerce, Science, or Business Science. This full-time role focuses on providing exceptional service to clients while building trust and educating them on investment options. Strong communication,...
A leading financial services firm is looking for an Investment Consultant in Cape Town. The successful candidate will develop meaningful partnerships with independent financial advisors by leveraging their investment and market knowledge. Responsibilities include establishing strong relationships, coaching IFAs, and contributing to their growth. Candidates should have a BCom degree, investment...
Role Purpose The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service,...
An investment firm in Gqeberha seeks an Investment Consultant to foster partnerships with financial advisors and enhance their business through coaching and advice. Candidates should have a 3-year BCom degree and 3-5 years of experience in the financial service industry. Strong investment knowledge and client engagement skills are essential, along with the ability to cultivate meaningful...
A leading financial services provider is seeking an Investment Consultant based in Cape Town. The role involves building meaningful partnerships with independent financial advisors, emphasizing client engagement and market knowledge. The ideal candidate should hold a degree in Business Management or Investments and possess 3 to 5 years of experience in the financial services industry. Strong...
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 Purpose The Investment Consultant crafts passionate,...
Overview The Investment Development Consultant uses innovative engagement and influence techniques to market Momentum Investments to IFAs that have potential to do business with us. They identify, cultivate, and grow this potential into fully functioning Investment panels. Qualifications - 3-year BCom degree in the following fields: Business Management, Investments (essential) - Honours degree...
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, please verify the legitimacy of this job...