Investment Consultant Jobs in Western Cape
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Search Results - Investment Consultant Jobs in Western Cape
MomentumCape Town
Momentum, a leading financial services provider in South Africa, is looking for an Investment Consultant to cultivate partnerships with independent financial advisors (IFAs). This role requires a 3-year BCom degree in Business Management...
Standard Bank GroupCape Townsmartrecruiters.com
investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams
• Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions
• Action client...
HR GenieCape 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...
1 similar jobs: Pretoria
HR GenieBellville
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 Companies)...
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