224 Investment Consulting jobs in South Africa
Manager – Investment Consulting
Posted today
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Job Description
Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
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Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.
We are on the lookout for a seasoned Investment Manager to become a part of our dynamic team for the Investment Consulting business within Symmetry.
The ideal candidate will be instrumental in consulting with high-calibre investment clients, including those holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. In addition institutional and retail clients would also be in the remit of the investment consulting capability.
The role includes the following responsibilities:
- Engage with clients to understand their investment goals and requirements, providing expert advice on portfolio construction, asset allocation, and investment product selection.
- Utilize an extensive array of internal resources, including in-depth manager research, performance ratings, product design, and strategic asset allocation tools, to craft optimal investment solutions.
- Assist clients in constructing and managing their investment portfolios.
- Provide guidance on asset allocation to optimize investment performance.
- Maintain and build strong relationships with industry professionals and financial advisors and investment consultants.
- Ensure all investment strategies comply with regulatory requirements.
- Maintain a comprehensive understanding of South African financial regulations, including FSCA rules, CISCA, JSE listing requirements, Hedge fund, and offshore regulations, ensuring compliance across all client portfolios.
- Provide insights on tax efficiency strategies, including SITUS, income tax, and capital gains tax considerations.
- Build and maintain strong client relationships, providing high-quality service and expert investment guidance.
- Demonstrate expertise in product regulation and construction, including Unit Trusts, active and passive ETFs, Personal share portfolios, UCITS legislation, and investment structures such as Guernsey and Mauritius PCCs and VCCs.
- Offer guidance on local and international product wrappers, investment platforms, distribution channels, and the intricate web of tax and investment structures.
- Conduct ongoing market analysis to stay abreast of the competitive landscape, both locally and globally, utilizing advanced portfolio construction tools to inform client recommendations.
- Stay updated on market trends and provide insights to team and clients.
These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:
- CA / CFA / MBA - Post Grad in Financial Industry.
- High level of accountability and ownership
- Excellent interpersonal and communication skills
- A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, or equivalent).
- 10+ years of experience in the investment industry, with a proven track record of success in investment consultancy.
- Multi Management 3+ years.
- Extensive knowledge of financial markets, investment products, and regulatory frameworks, particularly within the South African context.
- Exceptional analytical skills, with the ability to interpret complex financial data and market trends.
- Strong communication and interpersonal skills, capable of building and maintaining relationships with a diverse set of clients.
- Proficiency in financial software and tools.
Skills
Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude
Competencies
Business Insight
Collaborates
Customer Focus
Ensures Accountability
Financial Acumen
Instills Trust
Manages Complexity
Optimizes Work Processes
Education
NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
11 September 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story
Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
• Commission-based earning potential
• Location: South of Johannesburg
• Hybrid working model with flexibility for home working
• Opportunity to build and grow your client portfolio
• Career advancement in financial services
What You'll Do:
• Provide clients with expert financial advice and planning
• Create and manage comprehensive financial plans
• Guide clients through investment options and strategies
• Perform detailed risk assessments
• Develop retirement planning strategies
• Review and optimise client portfolios for asset growth
• Conduct market research and financial analysis
• Stay current with financial trends and legislation
• Build and maintain strong client relationships
Essential Requirements:
• Minimum 2 years of financial planning experience at a registered financial service provider.
• Existing date of first appointment as representative with FSCA.
• Bachelor’s degree or diploma in finance, economics, risk management, business, insurance, or related field.
• Industry-approved qualification.
Core Skills Required:
• Financial Planning and retirement planning expertise
• Proficiency in finance, investment, and long-term risk insurance
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in financial services or related fields
Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
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Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate
CPD Hours
NQF5 Wealth management
Competencies:
1 week product training and accreditation.
3 weeks sales and field training.
Clients gifts supplied.
Tablet with data for capturing supplied.
1st year commission. second year commission.
Inflation commission.
Self driven and Target orientated
Financial Advisor
Posted 5 days ago
Job Viewed
Job Description
Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate (advantage)
CPD Hours (advantage)
NQF5 Wealth management (advantage)
Competencies:
Self driven and Target orientated
Existing Book would be an advantage
Outspoken and outgoing personality
Customer service orientated
Understanding of the financial industry
Good communication skills
Own vehicle with valid drivers license
Own Laptop
Financial Advisor
Posted 20 days ago
Job Viewed
Job Description
Key Responsibilities:
- Manage and review client portfolios, providing professional financial advice.
- Prospect and acquire new clients to grow the portfolio.
- Deliver financial products and services in a professional and client-focused manner.
- Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries.
- Maintain regular client communication and build long-term relationships.
- Develop comprehensive financial plans tailored to client needs.
- Provide advice on investments, retirement planning, estate planning, and tax optimisation.
- Assess client risk profiles and recommend appropriate strategies.
- Identify opportunities for cross-selling and upselling services.
- Network with professionals, attend industry events, and contribute to marketing initiatives.
- Ensure compliance with all industry regulations and maintain accurate documentation.
- Prepare regular reports for clients and management.
- Client-focused with excellent relationship-building skills
- Strong analytical and problem-solving ability
- Professional communication and presentation skills
- Results-driven with a proactive approach
- Ethical, compliant, and detail-orientated
- Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) Non-negotiable
- RE5 certification Non-negotiable
- Relevant Class of Business certifications in place
- Fit and Proper status required
- Minimum 3 years experience in a Financial Planning role
- Proficiency in Microsoft Excel and related software
- Experience with professionals and high-net-worth clients
- Drivers license and own vehicle Non-negotiable
- Existing client book not required
Basic salary R30 000 R40 000 plus commission.
**Only shortlisted candidates will be contacted**