1,446 Investment Advisor jobs in South Africa

Senior Investment Advisor

Midrand, Gauteng DAV Professional Placement Group

Posted 25 days ago

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Job Description

Direct message the job poster from DAV Professional Placement Group

We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients.

What You’ll Do:

  1. Provide expert investment advice and develop bespoke strategies aligned with clients’ financial goals.
  2. Manage and optimize client portfolios using advanced financial modeling and market insights.
  3. Conduct in-depth market analysis to identify emerging opportunities and mitigate risks.
  4. Build and nurture long-term client relationships through strategic guidance and regular reviews.
  5. Collaborate with internal teams to design innovative investment solutions.
  6. Ensure full compliance with regulatory standards and ethical practices.
  7. Mentor junior staff and contribute to a culture of continuous learning and excellence.

What We’re Looking For:

  1. Extensive experience in investment consulting or portfolio management.
  2. Strong analytical skills and a deep understanding of financial markets and instruments.
  3. Proven ability to develop and maintain trusted client relationships.
  4. Excellent communication and presentation skills.
  5. A collaborative mindset and leadership qualities.
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Business Development, Consulting, and Customer Service
Industries
  • Financial Services, Investment Management, and Investment Advice

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Locations include Johannesburg, Pretoria, Alberton, Boksburg, Krugersdorp in Gauteng, South Africa, with recent postings within the last few weeks.

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Finance & Investment Advisor (Representative)

Liberty Group Ltd

Posted 3 days ago

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Job Description

Opportunity Overview

Opportunity to start your professional sales career in the Financial Services Sector. We are looking for a dynamic, driven candidate to join us in improving people's lives by making their financial freedom possible.

With extensive training, support, and development opportunities, this is an amazing opportunity with unlimited boundaries to your earning potential and career growth.

We are looking for entrepreneurial individuals as well as experienced sales professionals to join our thriving team.

Duties & Responsibilities

Key Activities :

  • Networking/sourcing and prospecting to establish and maintain long-term client relationships
  • Meet with clients in person
  • Conduct detailed financial needs analysis and provide professional advice
  • Create, grow and protect the financial security and wealth of others
  • Assist clients in achieving their financial goals and maintain and expand client portfolios
  • Create and cultivate long-term client relationships and manage your professional practice
  • Remain accredited and up to date with relevant market and industry related subjects
Desired Experience & Qualification

We’re looking for a sales professional with experience bringing in new leads and closing deals. You’ll be an expert relationship-builder and great at listening to clients.

  • Tertiary qualification is highly preferential (Matric is essential)
  • A minimum of three years full-time working experience in a client facing environment.
  • Previous experience in a target driven sales environment is a very strong advantage.
  • Own vehicle and valid driver's license is a non-negotiable requirement .
  • Ability to network, prospect, negotiate and build relationships
  • Ability to work independently
  • Clear credit and criminal record
  • Proactive career driven person with strong commercial acumen.
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Africa Investment Advisor (AIA) - Southern Africa

Johannesburg, Gauteng ProSidian Consulting, LLC

Posted today

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Job Description

Overview

ProSidian seeks a Africa Investment Advisor (AIA) - Horn of Africa, headquartered near 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa , to support an engagement for the International Development Finance Corporation. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs to create jobs in emerging markets.

The Africa Investment Advisor (AIA) - Southern Africa will perform Business Development and Transaction Support services in Sub-Saharan Africa with responsibility for business development processes including: Transaction Origination, Due Diligence Support, Performance Monitoring Support, and Field Presence Support. The AIA will work as a full-time ProSidian AIA on behalf of the United States International Development Finance Corporation in Sub-Saharan Africa.

Location / Place of Performance: Johannesburg, South Africa with a Geographic Coverage Area (GCA) including Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, eSwatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required.

Responsibilities

The following services deliverables are expected, with travel from the place of performance primarily within the GCA and periodic international travel (about 50% of the time):

  • TRANSACTION ORIGINATION: Identify and pre-screen transaction opportunities for DFC product lines in the GCA; conduct business development meetings with potential sponsors and other relevant parties; review project information documents; follow on opportunities from US Government; collect, complete and verify project information; assist with DFC Screening Committee documentation; enter transaction details on the Transaction Pipeline Tracker; ensure transactions originated by the AIA are appropriately recorded.
  • DUE DILIGENCE SUPPORT: Assist with due diligence for transactions within the GCA; collect, complete, and verify due diligence information; monitor policy/legislation changes; verify conditions precedent to reach financial close; enter details on the Transaction Pipeline Tracker; support transactions through to screening/closing as applicable.
  • PERFORMANCE MONITORING SUPPORT: Support post-execution performance monitoring for transactions that closed within the GCA; collect and verify development impact data; monitor policy changes; verify conditions after disbursements; enter details on the Tracker; categorize transactions as monitored as appropriate.
  • FIELD PRESENCE SUPPORT: Provide field presence in the GCA; train local and inter-agency staff on DFC products and eligibility; participate in meetings and events; provide updates on DFC transactions; monitor changes in law, policy, or economic climate; assist travel logistics for senior personnel.
  • OTHER PROGRAM REQUIREMENTS: Ensure readiness and participation: Team status meetings, interim updates, weekly plans, Pipeline Tracker updates, and timely submission of work products; maintain professional relationships and action plans.
Qualifications

Required Experience / Skills: Minimum five (5) years of full-time relevant work experience in investment banking, financial advisory, project development, development finance, project finance, financial services, or related consulting; at least three (3) years in emerging markets and at least two (2) years in Sub-Saharan Africa. Proficiency with MS Office (Word/Excel/PowerPoint); ability to communicate via email; Bachelor’s degree from an accredited university; ability to work independently with minimal supervision; existing and extensive network in Sub-Saharan Africa; ability to obtain facility access in the Embassy or Consulate; ability to travel for the DFC orientation program in Washington, DC within six (6) weeks of selection.

Language & Other Criteria: Fluent in English (reading, writing, speaking); ability to read, write, and speak additional languages as applicable; ability to obtain travel approvals and travel documents.

Geographic / Location: Johannesburg, South Africa; GCA includes listed African countries. Other performance locations may be required.

Travel, Security & Compliance

Travel: Occasional travel may be required; travel is coordinated and approved in advance per Federal Travel Regulations.

Security/Clearance: Some engagements require security clearance; a clearance is a valued asset in this portfolio.

Benefits & Additional Information

ProSidian offers an Employee Benefits Program, competitive compensation, group health/dental/vision insurance, 401(k) with company match, PTO, pre-tax benefits, purchasing discounts, and more. See full benefits details in the original posting.

EEO statement: ProSidian is an equal opportunity employer and considers qualified applicants without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or veteran status. Veteran status applicants are encouraged to apply.

How to apply: Use our career site at or email resumes to CAREERS @ PROSIDIAN.COM. Include job reference code in the subject line and provide name, address, phone, compensation expectations, employment history, and education details.

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Join Liberty's Sales Force as a Insurance and Investment Advisor

Pretoria, Gauteng Liberty Standard Bank Group

Posted today

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Job Description

Join forces with Liberty's Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. A Liberty Financial Adviser offers more than advice. They help clients to identify and achieve their dreams, by tailoring a financial plan that covers investments, insurance and retirement, thus creating wealth and financial peace-of-mind for their clients. We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice under the trusted Liberty Brand. Obtain your accreditation as Certified Financial Planner (NQF8) at our cost and pursue rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, full training, accreditation and licensing by the Financial Services Board. Requirements: · Matric and National Diploma OR Degree · Successful track record in terms of previous positions · Impeccable work ethics · Ability to work autonomously experience · Effective Marketing and Networking Skills · Ability to plan and manage time effectively · Excellent communication and inter-personal skills · No criminal record
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Join Liberty's Sales Force as a Insurance and Investment Advisor

East Rand, Gauteng Liberty Standard Bank Group

Posted today

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Job Description

Join forces with Liberty's Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. A Liberty Financial Adviser offers more than advice. They help clients to identify and achieve their dreams, by tailoring a financial plan that covers investments, insurance and retirement, thus creating wealth and financial peace-of-mind for their clients. We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice under the trusted Liberty Brand. Obtain your accreditation as Certified Financial Planner (NQF8) at our cost and pursue rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, full training, accreditation and licensing by the Financial Services Board. Requirements: · Matric and National Diploma OR Degree · Successful track record in terms of previous positions · Impeccable work ethics · Ability to work autonomously experience · Effective Marketing and Networking Skills · Ability to plan and manage time effectively · Excellent communication and inter-personal skills · No criminal record
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Join Liberty's Sales Force as a Insurance and Investment Advisor

Gauteng, Gauteng Liberty Standard Bank Group

Posted today

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Job Description

Join forces with Liberty's Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. A Liberty Financial Adviser offers more than advice. They help clients to identify and achieve their dreams, by tailoring a financial plan that covers investments, insurance and retirement, thus creating wealth and financial peace-of-mind for their clients. We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice under the trusted Liberty Brand. Obtain your accreditation as Certified Financial Planner (NQF8) at our cost and pursue rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, full training, accreditation and licensing by the Financial Services Board. Requirements: · Matric and National Diploma OR Degree · Successful track record in terms of previous positions · Impeccable work ethics · Ability to work autonomously experience · Effective Marketing and Networking Skills · Ability to plan and manage time effectively · Excellent communication and inter-personal skills · No criminal record
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Join Liberty's Sales Force as a Insurance and Investment Advisor

Johannesburg, Gauteng Liberty Standard Bank Group

Posted today

Job Viewed

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Job Description

Join forces with Liberty's Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. A Liberty Financial Adviser offers more than advice. They help clients to identify and achieve their dreams, by tailoring a financial plan that covers investments, insurance and retirement, thus creating wealth and financial peace-of-mind for their clients. We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice under the trusted Liberty Brand. Obtain your accreditation as Certified Financial Planner (NQF8) at our cost and pursue rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, full training, accreditation and licensing by the Financial Services Board. Requirements: · Matric and National Diploma OR Degree · Successful track record in terms of previous positions · Impeccable work ethics · Ability to work autonomously experience · Effective Marketing and Networking Skills · Ability to plan and manage time effectively · Excellent communication and inter-personal skills · No criminal record
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Join Liberty's Sales Force as a Insurance and Investment Advisor

Gauteng, Gauteng Liberty Standard Bank Group

Posted today

Job Viewed

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Job Description

Join forces with Liberty's Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. A Liberty Financial Adviser offers more than advice. They help clients to identify and achieve their dreams, by tailoring a financial plan that covers investments, insurance and retirement, thus creating wealth and financial peace-of-mind for their clients. We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice under the trusted Liberty Brand. Obtain your accreditation as Certified Financial Planner (NQF8) at our cost and pursue rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, full training, accreditation and licensing by the Financial Services Board. Requirements: · Matric and National Diploma OR Degree · Successful track record in terms of previous positions · Impeccable work ethics · Ability to work autonomously experience · Effective Marketing and Networking Skills · Ability to plan and manage time effectively · Excellent communication and inter-personal skills · No criminal record
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Operations Manager – Investment Management

Ballito, KwaZulu Natal North Coast Labour Consultants CC

Posted 3 days ago

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Overview

Our client, a diversified property development and investment company, is seeking a strategic and experienced operations leader to join its Ballito-based executive team. This role will oversee complex operations across their expansive portfolio in Durban, Umhlanga, Ballito, and Mauritius, supporting long-term growth, financial performance, and cross-functional leadership. Based in Ballito, KwaZulu-Natal (on-site)

Key Responsibilities
  • Overseeing day-to-day business operations and cross-regional project implementation
  • Leading business strategy execution and policy development
  • Managing budgets and driving financial performance through effective controls
  • Working with internal teams to improve operational systems and efficiency
  • Supporting legal and compliance frameworks related to business operations
  • Building and maintaining key relationships with external stakeholders
  • Leading, evaluating, and developing operational department heads and teams
  • Reporting directly to the executive committee and contributing to strategic decision-making
Experience and Qualifications
  • 10+ years’ experience in a senior operations or executive leadership role
  • MBA or relevant Master’s degree preferred
  • Experience in property development, diversified investments, or related sectors
  • Strong understanding of financial planning, business law, and operational governance
Educational and Other Requirements
  • Bachelor’s degree in Business Administration, Finance, or related field
  • Master’s degree or MBA preferred
  • Demonstrated experience in operational leadership within high-pressure or complex business environments
  • Proven knowledge of budgeting, reporting, and business analysis
  • Ability to manage across departments and lead large teams with strong interpersonal skills
  • Must be based in, or able to reliably commute to, Ballito
Ready to elevate your accounting career?
APPLY NOW!

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Financial Accountant – Investment Management

Ballito, KwaZulu Natal North Coast Labour Consultants CC

Posted 2 days ago

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Job Description

Our client, a fast-paced Ballito-based company, is seeking to employ an experienced Accountant to support the financial function across multiple entities.

This is a hands-on role suited to someone with a solid foundation in accounting and strong attention to detail, who can manage day-to-day bookkeeping functions while supporting month-end reporting and compliance.

Based in Ballito, KwaZulu-Natal

The ideal candidate will have:

  • BCompt or equivalent diploma/degree in accounting or finance (or currently studying)
  • 2+ years’ experience as a junior bookkeeper or finance administrator
  • Pastel Accounting and SARS e-filing experience essential
  • Strong computer literacy, particularly Excel and Word
  • Able to work under pressure and meet reporting deadlines
Key Responsibilities Include:
  • Day-to-day accounting and finance admin for multiple companies
  • Capturing of invoices, payments, and receipts on Pastel
  • Preparation of monthly bank reconciliations and VAT packs
  • Management of cashbooks and reconciliations across various accounts
  • Preparation of management accounts up to trial balance
  • Ensuring compliance with internal financial procedures
  • Providing audit support and documentation as requested
  • Preparing information for provisional tax submissions
  • Performing ad hoc tasks and reports as needed by the Finance Manager or CEO
  • Debtors and creditors reconciliations
Educational and other requirements:
  • BCompt degree/diploma or studying towards one
  • Proficiency in Pastel and Excel
  • Working knowledge of SARS processes and e-filing
  • Detail-focused, methodical, and able to manage multiple sets of books
  • Strong communication and organisational skills

If you are ready to elevate your accounting career, apply now.

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