Investment Advisor jobs in Western Cape

A consultancy firm in Cape Town is looking for a Graduate Investment Service Consultant. This permanent role targets recent graduates eager to guide clients through their investment journeys. Responsibilities include delivering world-class service, educating clients on products, and managing transactions. The ideal candidate will hold a relevant bachelor's degree in finance or related fields....

A leading investment firm is seeking a Client Service Representative in Durbanville to provide exceptional client service and ensure compliance with AML/KYC standards. The role requires 5+ years in client service within financial services, a relevant degree, and strong communication skills. Responsibilities include providing omni-channel support, performing due diligence checks, and maintaining...

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...

My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban. The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach. We are currently seeking a Financial Advisor...

Technical Competencies & Experience: - A thorough comprehension of private equity and listed equity markets. - Understanding of the different social and economic elements that affect the SA business environment - The capacity to evaluate the viability of new business prospects - Ability to offer high-level guidance on investment strategy. - Strong Commitment to compliance and good...

Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...

Momentum is seeking an Investment Consultant in Cape Town, South Africa, to form meaningful partnerships with Independent Financial Advisors (IFAs). The ideal candidate will have a relevant BCom degree, strong investment knowledge, and 3 to 5 years of experience in the financial services industry. Responsibilities include building relationships, coaching IFAs, and driving asset growth. Momentum...

responsAbility is a leading Swiss impact asset manager with deep expertise in private market investing across emerging markets. The company provides debt and equity financing to financial institutions, enterprises and mid‑market funds, designed to generate measurable positive outcomes for people and planet alongside competitive financial returns. Impact and ESG are embedded throughout the...

A leading financial services firm in Cape Town is seeking a Senior Portfolio Consultant I to execute investment implementations for high-net-worth clients. This role involves communicating investment strategies and collaborating with Wealth Advisors, Operations, and Portfolio Management to deliver superior service. Candidates should have at least 4 years of experience in finance, a Bachelor's...

Our client, a leading asset management firm, is seeking a highly quantitative Investment Analyst to join their team in Cape Town. This role offers a unique opportunity to drive key elements of the strategic investment and portfolio construction process while working closely with a UK-based Investment Strategist and Portfolio Manager. Key Responsibilities Asset Valuation & Research: Build and...

A banking institution in George is seeking an investment advisor to manage client portfolios and provide insights on investment decisions. The role involves developing budgets, establishing relationships with stakeholders, and identifying opportunities for revenue growth. Ideal candidates will have knowledge of financial modeling and relevant qualifications such as FAIS and RE. The position also...

About the Role Our client is seeking a hands‑on Corporate Development professional to support its in‑house M&A function on a fractional basis. The business completes approximately 3–4 transactions per year and requires a resource capable of delivering high‑quality execution support across the full deal lifecycle. This is a highly transactional, project‑based role, suited to an individual who is...

About Kinjani Kinjani is an innovative platform aimed at empowering science‑driven entrepreneurs in Africa to transform industrial supply chains with a key focus on climate solutions. The platform provides comprehensive commercial, financial, and strategic support to ventures that focus on food systems, restorative minerals, manufacturing, and urbanisation, emphasizing on high‑quality carbon...

INVESTMENT ASSOCIATE (Private Equity | Infrastructure | Impact Investing | Deal Execution) - Jhb (Sandton) and / or Cape Town Highly Competitive Package on Offer with Lucrative Bonus Structure! Are you ready to shape South Africa's infrastructure future? You will serve as member of the private market infrastructure and development equity investment team with responsibility for deal...

Introduction 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...

Our client is a prominent South African investment administrator dedicated to meaningful transformation and operational excellence. They are currently seeking a highly skilled Compliance Manager to oversee and manage the compliance framework for both the business and a diverse range of administered products. This role offers a unique blend of high-level oversight and hands‑on operational...

Job Description To work under supervision to manage investments on behalf of clients and meet expectations linked to agreed mandates. Responsibilities - Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances. - Identify and implement opportunities for revenue growth to meet sales targets. - Continuously focus on providing...

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 engagement (diversity), first‑class...

Overview Are you a seasoned financial services professional with a passion for product innovation and a deep understanding of the investment landscape? Do you have a knack for strategic thinking and a client-centric approach? Our client is seeking a highly skilled and experienced Investment Product Manager to join their team, focusing on their international wealth platform. This is a rare chance...

Job Description: Investment Analyst A leading asset management firm is seeking a highly quantitative Investment Analyst to join their team in Cape Town. This role offers the opportunity to work directly with a UK-based Investment Strategist and Portfolio Manager to drive the firm's strategic investment and portfolio construction processes. The successful candidate will progressively take...