- This role involves conducting outbound telesales calls to current investors, presenting and explaining investment products clearly and persuasively.
- Conducting outbound telesales calls to engage existing clients;
- Presenting complex financial information in an easy-to-understand format;
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Momentum is committed to wealth creation and preservation, insurance, and income protection for its clients through understanding of retail insurance, savings, and investment markets in SA. · Craft passionate partnerships with IFAs through client engager diversity first-class ser ...
Cape Town, Western Cape1 month ago
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The Investment Consultant crafts passionate partnerships with investment and wealth independent financial advisors (IFAs). They will strengthen the SIC/IFA business relationship through client engager diversity, first-class service, in-depth business analysis and continuous impro ...
Cape Town1 month ago
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Momentum is committed to wealth creation and preservation for all our clients through our understanding of the retail insurance, savings, and investment markets in SA. · The Investment Consultant crafts passionate partnerships with IFAs. · The SIC/IFA business relationship will b ...
Cape Town, Western Cape1 month ago
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We are looking for a Property Investment Consultant to join our team in Cape Town. As a consultant you will specialize in identifying profitable real estate opportunities and offering expert advice to investors. · ...
Cape Town R1,000,000 - R0 (ZAR)1 month ago
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We are looking for recent graduates or students completing their degrees by mid-2026 who are passionate about investments and thrive in a fast-paced environment. · ...
Cape Town, Western Cape1 month ago
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A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, · Offshore ...
Cape Town1 month ago
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A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business... · ...
Cape Town, Western Cape1 month ago
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We are looking for recent graduates or students completing their degrees by mid-2026 with a strong interest in investments and finance to start their career in the investment industry. · ...
Cape Town1 month ago
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The Investment Consultant crafts passionate partnerships with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. · Understand who we are targeting... · ...
Cape Town1 month ago
- Work in company Remote job
Investment Consultant - Cape Town MMH260122-6
Only for registered members
The Investment Consultant crafts passionate partnerships with investment advisors while strengthening business relationships through first-class service and in-depth analysis. · Understand who we are targeting and critical moments of truth. · Ensure long-lasting relationships wit ...
Cape Town, Western Cape1 month ago
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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 the ...
Cape Town6 days ago
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The Investment Consultant crafts passionate partnerships with investment and wealth independent financial advisors (IFAs). They will strengthen the SIC/IFA business relationship by providing client engager diversity first-class service in-depth business analysis and continuous im ...
Cape Town, Western Cape2 months ago
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The Investment Consultant crafts passionate partnerships with investment and wealth independent financial advisors (IFAs). They must have product market sales knowledge. · Enthuse through Brand SME Service & Digital Understand who we are targeting · Ensure long-lasting relationsh ...
Cape Town2 months ago
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The Investment Administration & Reporting Consultant is responsible for delivering accurate, timely, and high quality investment administration, reporting, and support services across the Glacier International platform. · • Management of all third-party reporting – fund manager r ...
Tygervalley, Western Cape, ZA2 weeks ago
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The Investment Administration and Reporting Consultant will be responsible for managing third-party reporting, providing technical sales and investment support, assisting with on-boarding management of new funds and stockbrokers, evaluating and improving processes to ensure effec ...
Tygervalley, Western Cape, ZA2 weeks ago
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· Introduction · Graduate Opportunity: Investment Service Consultant \uD83D\uDE80 · Are you a recent graduate with a passion for finance, investments, and client service? Do you want to kick-start your career with a leading investment firm? · Our client, a prestigious investment ...
Cape Town R180,000 - R260,000 (ZAR) per year1 hour ago
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· Investment Analyst · Minimum Requirements: · Matric [Grade 12] · BCom Degree in Finance or related field. MBA advantage · Work experience from 3 to 6 years in an investment bank, private equity or venture capital fund, Big3 or Big4 (valuation, due diligence, strategy), invest ...
Cape Town, Western Cape, South Africa R300,000 - R650,000 (ZAR) per year2 days ago
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The Investment Regional Manager supports and manages a team of consultants and helps them build connections with their respective Independent Financial Advisers (IFAs). The Investment Regional Manager also needs to ensure the growth of the IFA business, while achieving regional s ...
Cape Town, Western Cape2 months ago
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New Business Development Consultant Cape Town: Our investment / Asset Management client is looking for a New Business Development Consultant with 3 years relevant new business development experience. · ...
Cape Town, Western Cape1 month ago
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A leader in investment management in South Africa is about to take on Graduates (Finance / Investment / Economics / Business Science / Mathematics / Statistics) to join their team in Cape Town. Will be trained to work as an Investment Service Consultant. · As an Investment Serv ...
Cape Town, South Africa Full time1 week ago
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RPO Recruitment is looking for a proactive and detail-oriented Investment Analyst/Manager to join our esteemed client's Private Equity team. We are seeking a dedicated professional with a strong background in financial analysis, market research, and investment strategies. · Respo ...
Cape Town, Western Cape2 days ago
Pinelands Investment Consultant - Cape Town - beBeeinvestment
Job title: Telesales, Pinelands
Description
Investment Sales Professional Opportunity
We are seeking a motivated investment sales professional to join our dynamic team in Pinelands, Cape Town. This is a 6-month in-office position where you will play a key role in engaging with existing clients and advising them on new opportunities that will benefit their portfolios.
You will be responsible for building and maintaining strong client relationships while achieving targets through your knowledge of short-term insurance products.
About the Role:
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Investment Consultant
Only for registered members Cape Town, Western Cape
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Investment Consultant
Only for registered members Cape Town
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Investment Consultant
Only for registered members Cape Town, Western Cape
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Property Investment Consultant
Only for registered members Cape Town
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Investment Services Consultant
Only for registered members Cape Town, Western Cape
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Investment Service Consultant
Only for registered members Cape Town
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Investment Service Consultant
Only for registered members Cape Town, Western Cape
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Investment Services Consultant
Only for registered members Cape Town
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Investment Consultant - Cape Town MMH260122-6
Only for registered members Cape Town
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Investment Consultant - Cape Town MMH260122-6
Only for registered members Cape Town, Western Cape
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Talent Pool: Investment Consultant (Cape) MMH221103-11
Only for registered members Cape Town
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Talent Pool: Investment Consultant (Cape) MMH221103-11
Only for registered members Cape Town, Western Cape
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Talent Pool: Investment Consultant (Cape) MMH221103-11
Only for registered members Cape Town
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Investment Admin and Reporting Consultant
Only for registered members Tygervalley, Western Cape, ZA
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GI Investment Admin Consultant
Only for registered members Tygervalley, Western Cape, ZA
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Graduate Opportunity
Only for registered members Cape Town
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Investment Analyst
Only for registered members Cape Town, Western Cape, South Africa
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Talent Pool: Investment Regional Manager
Only for registered members Cape Town, Western Cape
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New Business Consultant
Only for registered members Cape Town, Western Cape
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Calling on all Graduates
Full time Only for registered members Cape Town, South Africa
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Investment Analyst/Manager
Only for registered members Cape Town, Western Cape