Investment Service Consultant

Recruiter:

Dixie Recruitment

Job Ref:

GG000042/Milan

Date posted:

Monday, March 10, 2025

Location:

Capetown, South Africa

SUMMARY:
Investment Service Consultant – Cape Town

POSITION INFO:
Investment Service Consultant – Cape Town

Immerse 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 (BCom, BSc, BBusSci, BEng) - with specializations that include, Finance, Economics, Investments, Engineering, Mathematics, and Statistics.
Client-centric approach with a passion for investments
Highly adaptable and resilient
Demonstrated leadership and problem-solving abilities
Excellent verbal and written communication skills

Key Responsibilities:

Servicing clients and executing transactions
Serve as the primary touchpoint for both existing and potential clients, shaping their experience with the firm
Engaging clients and establishing long-lasting relationships

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Investment Service Consultant
Location: Western Cape
Salary: Salary CTC R330 000.00 dependent on experience p/a
Seeking a client-focused individual with a relevant business degree or in progress, Matric/Grade 12
66 days ago

Treasury Trader
Location: Stellenbosch
Salary:
Assist the Treasury Manager in managing all aspects of Treasury Department as prescribed in the treasury mandate.Facilitate group companies’ financial markets requests within individual mandates to ensure optimal returns on dealings within the financial markets.
1 day ago

SENIOR WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Provide the required and relevant professional assistance to the Wealth Manager or Advisor.
3 days ago

Established Financial Advisor â Risk or AUM Focus
Location: Cape Town
Salary: Monthly
Our client, an accredited Old Mutual Franchise, is looking to employ Financial Advisors to their team, to provide financial advice, recommendations, plans and solutions to their clients.This role offers flexible work options: office-based, hybrid, or fully remote.
3 days ago

Financial Advisor
Location: Cape Town
Salary: Monthly
Our client, an accredited Old Mutual Franchise, is looking to employ Financial Advisors to their team, to provide financial advice, recommendations, plans and solutions to their clients.This role offers flexible work options: office-based, hybrid, or fully remote.
3 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
5 days ago

Digital Marketing Manager (Generalist)
Location: Capetown
Salary: R35,000 - R50,000 per month
We are seeking a proactive, independent, and results-oriented Digital Marketing Manager to lead the planning, execution, and optimization of marketing strategies across two unique service businesses: a theatre & film school and a boutique catering company.
16 days ago

FINANCE MANAGER (Private Credit: Finance and Fund Administration) - Cape Town, Western Province
Location: Claremont
Salary: Market related
Our client, an innovative Global investment firm is currently recruiting for a Finance Manager to ov
22 days ago

Property Service Manager
Location: Cape Town
Salary:
28 days ago

PORTFOLIO ADMINISTRATOR
Location: Bellville
Salary: Market related
Manage client information and communication. Implement model portfolio changes and monitor portfolio
29 days ago

Investment Service Consultant

Similar jobs you might be interested in:

Jobseekers

Recruiter

General