Investment Consultant Jobs
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The Recruitment Council-Durban
and is specifically targeted at BDMs, Wealth Managers, Paraplanners, and Investment Consultants.
The Essentials (Non-Negotiable): To maintain our standard of excellence, you must hold at least one of the following qualifications:
• CFP® or CFA Charter.
• BCom...
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HR Genie-Pretoria
/Preferred compensation.
• Calculate company values where necessary
People
Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management...
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1 similar jobs: Bellville
HR Genie-Cape Town
brokers, Investment Consultants from Life and Asset Management Companies)
Administration:
• Advise Wealth Planners on investment options and tax implications at death.
• Draft reports, including tax implications, calculations, estate plans, and annexures...
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1 similar jobs: Pretoria
HR Genie-Pretoria
consulting.
• Proven track record managing discretionary mandates, including unit trusts, hedge funds, ETFs and alternative investments.
• Strong understanding of South African and global investment markets, regulatory frameworks, and DFM operations...
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