282 Investment Consultant jobs in South Africa

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.

Key Responsibilities:

1. Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
2. Build and strengthen relationships with distribution partners such as LISPs.
3. Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
4. Engage clients through meetings, events, roadshows, and conferences.
5. Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
6. Collaborate with marketing on product launches, campaigns, and flagship funds.
7. Contribute strategic input to new product launches and provide commercial insights.
8. Represent the company with professionalism in all engagements and foster cross-selling opportunities.

Attributes & Experience:

1. Proven track record in client engagement and business development.
2. Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
3. Comfort in handling technical investment and market-related discussions (or a willingness to learn).
4. Minimum 7 years of relevant experience.
5. Proficient in PowerPoint, Excel, and CRM systems.
6. Curious, proactive, and growth-minded with a passion for customer service.
7. Resilient, results-driven, and committed to delivering high performance.
8. Strong communication skills with a collaborative approach.

Qualifications:

1. Minimum of 7 years of experience in the industry.
2. Proven success in academic and career achievements.
3. Degree in business, finance, or investments (minimum 3 years).
4. Enthusiastic about working for a brand that is reshaping the financial services industry in South Africa.
5. This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.

Established top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service to these clients.

The firm is specifically seeking an investment technically strong individual, who would be able to perform investment consulting analysis/calculations/modelling herself/himself, if need be.

• Deliver high quality client service and build deep relationships with clients, advisors and other stakeholders.
• Create, review and update investment manager research for distribution to a wide audience, including clients and prospective clients.
• Draft and review clients’ IPS and manage clients’ investment strategy design.
• Design and draft client investment presentations and attend client meetings/roadshows to deliver economic, investment performance and investment strategy feedback.
• Manage delivery of accurate investment reports for client meetings.
• Respond to ad hoc data and analytical requests from clients.
• Do ad hoc investment research and distribute to clients.
• Manage scope of services with each client according to the signed SLA.
• Ensure CRM system is kept up to date.
• Assist in building technical/quantitative investment models.
• Form part of the tactical asset allocation, asset manager review and portfolio construction committees.
• Attend feedback and manager review meetings and give input from a client perspective to the investment research team.
• Collaborate in the development or testing of new analytical software.

• Investment-specific, or Actuarial degree with more than 4 years’ relevant investment experience.
• CFA Charter or studying towards, strongly preferred.
• Applicable fit & proper industry certifications.
• Strong performance analysis, quantitative, logical, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to work independently and in a team, under severe pressure on multiple projects and competing deadlines.
• Accuracy and attention to detail crucial.
• A keen interest in investment markets, investment theory and economics.

Competitive remuneration package & lucrative incentives.

Established top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service to these clients.

The firm is specifically seeking an investment technically strong individual, who would be able to perform investment consulting analysis/calculations/modelling herself/himself, if need be.

• Deliver high quality client service and build deep relationships with clients, advisors and other stakeholders.
• Create, review and update investment manager research for distribution to a wide audience, including clients and prospective clients.
• Draft and review clients’ IPS and manage clients’ investment strategy design.
• Design and draft client investment presentations and attend client meetings/roadshows to deliver economic, investment performance and investment strategy feedback.
• Manage delivery of accurate investment reports for client meetings.
• Respond to ad hoc data and analytical requests from clients.
• Do ad hoc investment research and distribute to clients.
• Manage scope of services with each client according to the signed SLA.
• Ensure CRM system is kept up to date.
• Assist in building technical/quantitative investment models.
• Form part of the tactical asset allocation, asset manager review and portfolio construction committees.
• Attend feedback and manager review meetings and give input from a client perspective to the investment research team.
• Collaborate in the development or testing of new analytical software.

• Investment-specific, or Actuarial degree with more than 4 years’ relevant investment experience.
• CFA Charter or studying towards, strongly preferred.
• Applicable fit & proper industry certifications.
• Strong performance analysis, quantitative, logical, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to work independently and in a team, under severe pressure on multiple projects and competing deadlines.
• Accuracy and attention to detail crucial.
• A keen interest in investment markets, investment theory and economics.

Competitive remuneration package & lucrative incentives.

Our client a leading Financial Services Provider is looking to appoint a Junior Investment Consultant for their Head Office in Cape Town. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.

Job Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels. 
• Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
• Take end-to-end ownership of transactions and ensure accurate record-keeping.
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.

Skills and Competencies

• A BCom Degree or BSc Degree majoring in Finance, Investments, Economics, Mathematics or Statistics.
• 1-3 year's working experience within Corporate Finance (preferably customer / client services environment).
• Computer savvy Microsoft Office and CRM.
• Our Consultants need to be empathetic and client focused.
• Strong verbal and written communication skills are essential.
• The ability to deal with high-pressure environment, analytical thinking, attention to detail and problem-solving ability.
• A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.

Key Responsibilities:

1. Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
2. Build and strengthen relationships with distribution partners such as LISPs.
3. Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
4. Engage clients through meetings, events, roadshows, and conferences.
5. Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
6. Collaborate with marketing on product launches, campaigns, and flagship funds.
7. Contribute strategic input to new product launches and provide commercial insights.
8. Represent the company with professionalism in all engagements and foster cross-selling opportunities.

Attributes & Experience:

1. Proven track record in client engagement and business development.
2. Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
3. Comfort in handling technical investment and market-related discussions (or a willingness to learn).
4. Minimum 7 years of relevant experience.
5. Proficient in PowerPoint, Excel, and CRM systems.
6. Curious, proactive, and growth-minded with a passion for customer service.
7. Resilient, results-driven, and committed to delivering high performance.
8. Strong communication skills with a collaborative approach.

Qualifications:

1. Minimum of 7 years of experience in the industry.
2. Proven success in academic and career achievements.
3. Degree in business, finance, or investments (minimum 3 years).
4. Enthusiastic about working for a brand that is reshaping the financial services industry in South Africa.
5. This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.

KEY PERFORMANCE AREAS

Deposits

• Ensures monthly sales targets are achieved by effectively promoting the Bank’s deposit products.
li >Completes and submits all applications for clients
• Undertakes for all administrative requirements as per bank’s policy
li >Submits completed applications for checking by COB.
• Captures client information on the relevant computer system
• Ensures client signs legal documentation
• Receives Insurance confirmations and handles queries that may arise from brokers
• Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensure that the correct product is recommended.

Wealth Management

• Conduct marketing and sales of all unit trust and Wills products.
• Ensures Wealth Management Sales budgets are met
• Provides clients with efficient service and professional advice on the products.
• Ensure that all applications forms are completed, and correspondence is provided to the Client.
• Engage in marketing activities hosted by the Bank
• Ensure that regular contact sessions are held with Clients, thereby keeping them abreast of their investment portfolios and explore further investment opportunities with Clients.
• Ensures that the relevant forms are submitted to the third-party unit trust company i.e Old Mutual timeously and that all FICA and compliance is done before opening these accounts.
• Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensure that the correct product is recommended.
• Facilitates the opening of performance guarantees for clients by following the process and liaising with the legal department.

Transactional Banking

• Markets and sells the Bank’s Transactional Banking products to individuals.
li >Grows the Banks Transactional Banking Deposit book by sourcing new clients as well as servicing existing clients.
• Ensures Transactional Banking Sales budgets are met
• Facilitates meetings and introductions with clients
• Communicates with clients i.e. function planning, mailshots etc
• Keeps up to date with Transactional Banking product ranges and pricing of Al Baraka Banks products

• Keep abreast of competitor products, services and fees and make recommendations to the Bank accordingly.
• Proactively monitors client’s usage of Transactional Banking products and provide support on the enhancement of their usage of the product.
li >Ensures that the clients are aware of the Mobile Banking App and provides training in this regard.

Sales and Marketing

• Attend to new clients by offering them the Banks Products as well as servicing existing clients and offer additional services.
• Meets with clients at their convenience at the Branch or at clients premises
• Markets and sells the Banks products
• Conducts a needs analysis on products and services in order to make   recommendations to clients.
li >Offers Investment advice to clients based on their needs
• Discusses banks investment, wealth management, transactional banking, wills and services including performance guarantees to clients
• Ensures all requirements are met in order to conclude the transaction

Client Relationship

• Develops constructive and cooperative working relationship with clients, and maintaining them over time
• Attends to all clients’ Investment requests and queries
li >Provides an efficient and effective service to all clients at all times in order to promote the Banks services
• Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visiting clients and addresses client concerns by listening to any concerns/complaints in an efficient and appropriate manner in line with the professional image of the bank and providing an effective solution to the benefit of both the bank and the client

• A B.Com degree or Relevant Qualifications will be required in order to meet the requirements of the role at the highest level of competence.
• A minimum level of NQF5 is a prerequisite for this position.    
< i >Required to be FAIS (Financial Advisory and Intermediary Services Act) compliant
• Driver’s licence

EXPERIENCE

• Minimum of 3 years’ experience within a financial services institution in a Sales position.
li >General banking experience would be an advantage

Al  Baraka  Bank  is  an  Equal  Opportunity  Employer.  Applicants  from  the  previously disadvantaged groups and people with disabilities will be given preference.

We are sourcing newly and/or up-and-coming graduates for a highly valued client. Candidates we are recruiting for need to have graduated in 2022, 2023, or at the end of 2023 beginning of 2024.

Please pay attention to the requirements below before applying for this opportunity.

• Participate in a graduation program as an Investment Consultant Graduate in the Investment Customer Service for one of our Clients in the Finance industry.
• Opportunity for growth and branching off into other areas of the business post the graduate program.

Experience:

• Less than 2 years of work experience.

Qualifications:

• GPA (Graded Point Average) of no less than 65% for your entire qualification.
• Honours degrees and Masters in the above disciplines are also acceptable.
• A major in Investments is beneficial.
• Graduated in 2022, 2023, or in 2024.

Other:

• Participation in extracurricular activities while at University.
• Strong communication skills (written and verbal).
• Ability to articulate information well.
• A strong interest in Investment and Customer Relationship.
• Strong interpersonal skills.

If you are interested in applying for this opportunity and meet the requirements outlined above, please submit your CV application through PNet or to

Join to apply for the Talent Pool: Investment Consultant (Johannesburg) role at Momentum

1 day ago Be among the first 25 applicants

Join to apply for the Talent Pool: Investment Consultant (Johannesburg) role at Momentum

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 advert on our company career page.

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, in-depth business analysis and continuous improvement of the IFA's business.

Requirements

Experience and Qualifications:

Qualifications:

• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage
  
  

• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy
  
  

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets
  
  

• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
  
  

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
  
  

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Momentum by 2x

Get notified about new Investment Advisor jobs in Pretoria, Gauteng, South Africa .

Pretoria, Gauteng, South Africa 3 days ago

Johannesburg Metropolitan Area 2 hours ago

Pretoria, Gauteng, South Africa 2 weeks ago

Pretoria, Gauteng, South Africa 3 days ago

Johannesburg Metropolitan Area 1 week ago

Pretoria, Gauteng, South Africa 2 weeks ago

Johannesburg Metropolitan Area 1 week ago

Pretoria, Gauteng, South Africa 6 days ago

Pretoria, Gauteng, South Africa 2 weeks ago

Johannesburg Metropolitan Area 5 hours ago

Pretoria, Gauteng, South Africa 6 days ago

Johannesburg Metropolitan Area 6 days ago

Pretoria, Gauteng, South Africa 2 weeks ago

Bryanston, Gauteng, South Africa 6 days ago

Centurion, Gauteng, South Africa 3 months ago

Centurion, Gauteng, South Africa 3 days ago

Pretoria, Gauteng, South Africa 5 days ago

City of Tshwane, Gauteng, South Africa 23 hours ago

Johannesburg Metropolitan Area 6 hours ago

Johannesburg Metropolitan Area 1 week ago

Centurion, Gauteng, South Africa 1 day ago

Centurion, Gauteng, South Africa 2 months ago

City of Tshwane, Gauteng, South Africa 21 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

It is requested that you pay attention to the requirements below before applying for this opportunity.

• Participate in a graduation program as an Investment Consultant Graduate in the Investment Customer Service for one of our Clients in the Finance industry.
• Opportunity for growth and branching off into other areas of the business post the graduate program.

Experience:

• Less than 2 years of work experience.

Qualifications:

• GPA (Graded Point Average) of no less than 65% for your entire qualification.
• Honours degrees and Masters in the above disciplines are also acceptable.
• A major in Investments is beneficial.
• Graduated in 2022, 2023, or in 2024.

Other:

• Partaken in extracurricular activities while at university.
• Strong communication skills (written and verbal).
• Ability to articulate information well.
• A strong interest in Investment and Customer Relationship.
• Strong interpersonal skills.

If you are interested in applying for this opportunity and meet the requirements as outlined above, please submit your CV application through PNet or to