Investment Consultant Jobs
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Customer Service Representative
Finovate People - Hermanus
Facilitate and obtain the required Tax Residency Certificate from the customer. The certificate of tax residency from the foreign revenue authority or a letter from the authority that indicated that the...
from: jobplacements.com
Licensing Consultant : Microsoft Enterprise Agreement (EA)
HR Genie - Pretoria
Proven track record of successfully managing complex licensing engagements for enterprise clients, including license optimization initiatives, compliance audits, and negotiations with Microsoft licensing...
from: jobplacements.com
Retail Investment Client Services Consultant
Rory Mackie & Associates - Cape Town
Responding promptly to customer inquiries and following up on queries where applicable A minimum of 3 years’ experience in financial services client servicing Excellent interpersonal skills and ability...
from: jobplacements.com - 9 days ago
Junior Investment Consultant
Palesa Mbali Group - Cape Town
One of our top clients that has a reputation for being one of the best in the Finance Industry is looking to appoint a Junior Investment Consultant to start 1 December 2023 *Excellent academic degree transcripts...
from: jobplacements.com - More than 30 days ago
Specialist Consultant - Retail Investments (LISP)
Rory Mackie & Associates - Cape Town
To check quality control (QC) instructions accurately within agreed upon turnaround times. These instructions include the CDD and RR of all legal entities and individuals It will also include managing...
from: executiveplacements.com - More than 30 days ago
Transfers and Onboarding Consultant - Retail Investments (LISP)
Rory Mackie & Associates - Cape Town
Submit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level) Minimum 5 years’ experience with Linked Products, Local Unit Trusts...
from: executiveplacements.com - More than 30 days ago
Retirement Fund Consultant
H&S Labour Brokers - Cape Town City Centre, Cape Town Region, ZA (+1 location)
Annual Budgets and Financial Management Prepare and motivate for budget to deliver member and client engagement against plans in respective areas of responsibility to deliver to client and member needs... 450000
from: adzuna.co.za (+3 sources) - 22 days ago
Transfers and Onboarding Consultant - Retail Investments (Fixed Term Contract)
Rory Mackie & Associates - Cape Town
Submit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level) Experience in dealing with Section 14, Living Annuity, Voluntary Products...
from: executiveplacements.com (+1 source) - More than 30 days ago
Compliance Consultant (Employee Benefits)
MARANG-A-KHANYA - Johannesburg, Gauteng, ZA
Requirements B. Comm or LLB (preferably B. Comm & LLB postgrad). FAIS Compliant with RE 5 completed. CFP will be advantageous. Successfully manage assigned projects as and when required. Apprise the Fund... NEG
from: adzuna.co.za (+1 source) - 19 days ago
Head: Investments Unit
The Hiring House - Johannesburg
- Forecasting the investment portfolio, expected investment returns and expenses as part of the firms budgeting process and strategy planning. - Work with the actuarial, finance and risk units to ensure...
from: executiveplacements.com - More than 30 days ago
Nedbank - Cape Town, Western Cape, SA
Oversee the delivery of client service to Institutional clients that have appointed Nedgroup Investments funds; through understanding the objectives of the client and developing and implementing investment... Not specified
from: mrjobs.co.za - More than 30 days ago
DK Consulting - Cape Town, Western Cape, South Africa
Experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds; Afrikaans - speaking and writing; Excellent English business writing skills;
from: pnet.co.za - 7 days ago
