The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Financial Advisors) within an Asset Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are...
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 Service Consultant, you will play a vital role in delivering exceptional client service and fostering long-term relationships...
Overview Hire Resolve has partnered with a Specialized Finance Company within the Investment space to find a Finance Manager to join their team in Sandton, Gauteng. The role is responsible for the financial and management accounting function. Responsibilities Responsible for the overall expense management including budgeting and forecasting Prepare and analyse monthly expense variance reports...
Recruiter: CapitalH Job Ref: Date posted: Saturday, November 1, 2025 Location: Durbanville, South Africa SUMMARY: POSITION INFO: Our client, a leading investment firm, is seeking a Client Service Representative in Tyger valley (Cape Town) to champion an exceptional end-to-end client experience. You'll deliver best-in-class service across channels, resolve queries swiftly, and support...
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and...
Description : This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion...
As an Investment Service Consultant, you will join a high-performing team committed to delivering exceptional client service in the investment financial services industry. In this role, you will build strong, lasting relationships with clients and independent financial advisors, while equipping clients with the knowledge and support they need to make confident, informed investment decisions. This...
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 Service Consultant, you will play a vital role in delivering exceptional client service and fostering long-term relationships...
Purpose of the Role: The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the...
What will you do? The Client Service Consultant: Life Investments will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing excellent client services to internal and...
Bring your possibility to life! Define your career with us- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary Handle Inbound calls to assist customers and...
Overview: Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining exceptionally high service levels and building positive client...
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 Mutual Funds, Individual Retirement Products & Endowment products The responsibilities will include, but not be limited...
This role is ideal for a highly analytical finance professional with strong investment and treasury expertise, excellent IFRS knowledge, and a passion for driving financial integrity and strategic insight. Reporting to the Head of Financial & Regulatory Reporting, you will lead the investment and treasury accounting function, ensuring accuracy, governance, and alignment with organisational...
The Compliance / Monitoring Officer will be responsible for ongoing monitoring of Category I and II advisory and investment activities within the business. This includes ensuring adherence to regulatory requirements, advice quality standards, and internal risk frameworks. The role will play a critical part in identifying and mitigating compliance risk across both advice and discretionary...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...
Client Advisory & Relationship Management Lead client relationships across pension, insurance, and institutional mandates Develop and implement tailored investment strategies aligned with client objectives Present investment performance, market updates, and strategy recommendations at board and committee meetings Draft and maintain Investment Policy Statements (IPS) and related governance...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...
Overview: Our client is a boutique asset manager, managing close to R20 billion in assets under management across South Africa and offshore. They are looking for an Operations Assistant to support the investment team with daily operational tasks. This role is important in ensuring compliance, supporting operational processes, and contributing to the overall effectiveness of the investment...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...