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33 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...
Investment Service Consultant Wenz Recruitment - CapeTown Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence To provide support to the correspondence and walk-in-centre teams as and when required... R24 000 - R28 000 PER MONTH 6 days ago
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... 18 days ago
Investment Service Consultant South Africa, ZA Numeric and Verbal Ability Quality Focus (Attention to detail and Accuracy) Adaptability, Stress tolerance Ability to deal with complexity of different types of calls and clients Ability to prioritise... R24 000 - R28 000 PER MONTH 5 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... More than 30 days ago
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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... 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... More than 30 days ago
Portfolio Manager South Africa • Prepare educational and informative feedback for Financial Consultant feedback sessions that empowers them to understand actions and rationale on client portfolios. These presentations should empower... 2 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... More than 30 days ago
Compliance Consultant (Employee Benefits) MARANG-A-KHANYA - Johannesburg Apprise the Fund of regulatory change in tandem with the the organisation. Proactively identify client issues and solutions. Liaise with FSCA and any other regulatory body on queries, changes, rules, audits... 29 days ago
Chief Financial Officer Johannesburg, Gauteng, South Africa FEM is looking to appoint a Chief Financial Officer (CFO). Reporting to the CEO the successful applicant will have the overall responsibility for financial management in accordance with agreed business... 5 days ago

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