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Results for investment in "investment" in Jobs in Cape Town in Cape Town
1
Our client is a leader in the short-term investment industry for the past 15 years. They’re seeking a motivated Investment Telesales professional to join their dynamic team in Pinelands, Cape Town on a 6-month in-office position where you will play a key role in engaging with existing clients advising them on the wonderful changes which will benefit their existing portfolios.Responsibilities:Conduct outbound telesales calls to current investorsPresent and explain investment products clearly and persuasivelyKnowledge / experience with short-term insuranceBuild and maintain strong client relationshipsAchieve and exceed targetsStay up-to-date with market trends and investment knowledgeRequirements:Proven telesales experience within the investment or financial services sectorStrong knowledge of investments and financial productsExcellent communication and negotiation skillsConfident, target-driven and resilient personalityAble to work effectively in an office environmentImmediately availableWhat We Offer:Competitive salary with performance-based incentivesModern office facilities and resourcesForward a detailed CV immediately so as to ensure you don’t miss out on this amazing opportunity!Should you not hear from us within 10 working days, please consider your application to have been unsuccessful. We will keep your details for future placements – unless you advise that you wish for us to discard your details.
https://www.jobplacements.com/Jobs/T/Telesales-Pinelands-1260668-Job-Search-02-09-2026-09-00-15-AM.asp?sid=gumtree
2h
Job Placements
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A well known company within the financial sector is looking for a Experienced Financial Planner:Qualification and experience:Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.Minimum of 5 years of experience in financial planning, wealth management, or a similar advisory role within the financial sector.Strong knowledge of financial products, investment vehicles, and current market trends.Demonstrated expertise in tax planning, estate planning, and risk management.Excellent analytical, organizational, and problem-solving skills.Outstanding interpersonal and communication abilities, with a client-focused mindset.High ethical standards and commitment to maintaining confidentiality and integrity.Proficient in relevant financial planning software, CRM systems, and MS Office Suite.Duties:Client Consultation and Relationship Building:Conduct in-depth client interviews to assess financial needs, goals, and risk tolerance.Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor.Regularly review client portfolios and update plans as circumstances or market conditions change.Communicate complex financial concepts in clear, accessible language.Financial Planning and Strategy:Develop comprehensive, customized financial plans tailored to individual client objectives.Analyze existing assets, liabilities, cash flow, insurance coverage, and tax status.Advise clients on investment opportunities, including stocks, bonds, mutual funds, and real estate.Provide guidance on retirement, estate, education, and tax planning.Recommend appropriate insurance products to manage risk.Investment Management:Monitor market trends and adjust financial plans as needed.Research and evaluate financial products and investment vehicles to align with client goals.Implement strategies for asset allocation, diversification, and rebalancing.Ensure compliance with regulatory requirements and ethical standards in all investment recommendations.Compliance and Documentation:Uphold all legal and regulatory requirements, including data privacy and Know Your Customer (KYC) protocols.Maintain meticulous records of all client interactions, plans, and transactions.Prepare regular reports and documentation for both clients and internal audits.Stay informed of industry changes, tax law updates, and financial products.Professional Development:Pursue ongoing education and certifications to maintain and enhance professional competency.https://www.jobplacements.com/Jobs/F/FINANCIAL-PLANNER-1260079-Job-Search-2-6-2026-12-16-44-PM.asp?sid=gumtree
3d
Job Placements
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Our client is looking for a Paraplanner within the financial sector.Key ResponsibilitiesClient Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings.Financial Research and Analysis: Conduct thorough research into financial products, investment opportunities, pensions, tax strategies, and market trends to support advisers in offering accurate, compliant, and relevant advice.Report Writing: Draft detailed suitability reports, investment proposals, and financial plans that clearly communicate solutions and recommendations tailored to individual client needs.Compliance and Regulatory Support: Ensure all documentation and processes adhere to industry regulations, company policies, and best practices. Maintain up-to-date knowledge of relevant legal and regulatory changes.Administrative Assistance: Support advisers with a range of administrative duties, including the preparation of meeting packs, updating client records, and processing new business applications.Ongoing Client Service: Assist in the ongoing review and maintenance of client portfolios, including performance monitoring, rebalancing recommendations, and responding to client queries.Collaboration: Work closely with financial planners, compliance teams, product providers, and clients to facilitate the seamless delivery of financial advice and solutions.Continuous Learning: Pursue professional development opportunities to remain current with evolving financial regulations, products, and best practices within the sector.Qualifications and SkillsEducational Background: Minimum requirement is a bachelors degree in finance, business administration, economics, accounting, or a related field. Postgraduate qualifications or industry certifications (such as a Diploma in Financial Planning or CFP® designation) are highly regarded.Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM systems. Strong understanding of investment vehicles, tax planning, pensions, insurance, and regulatory requirements.Analytical Thinking: Ability to interpret complex financial data, identify trends, and draw meaningful conclusions to support client recommendations.Attention to Detail: Precision in data analysis, report writing, and compliance documentation is essential for mitigating risk and ensuring the highest standards of client service.Communication Skills: Excellent written and verbal communication skills to effectively translate complex financial concepts into easily understood language for both colleagues and clients.Organisational Ability: Strong organisational and time management skills, with the cap
https://www.jobplacements.com/Jobs/P/Paraplanner-1260078-Job-Search-2-6-2026-12-14-57-PM.asp?sid=gumtree
3d
Job Placements
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Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers.This role is integral in aligning practices with the companys internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true practice partner, delivering the full wealth management value chain to drive adviser and client growth. Key Responsibilities: Implement the Wealth Management value proposition across all financial planning practices and adviser segments.Drive the adoption of the companys investment philosophy and internal House view fund list to empower advisers to articulate value to clients.Manage strategic partnerships with internal investment, trust, and securities divisions to support franchises with the full wealth offering.Drive strategies to increase assets under management/advice for the channel.Execute on Wealth strategic initiatives to drive business growth and identify emerging trends in financial technology. Facilitate the investment advice process with financial advisers to drive adoption of financial planning tools and investment proposals.Provide expert guidance on retirement planning, estate planning, tax optimization, and other aspects of comprehensive financial planning.Educate financial advisers on investment strategies, market trends, and financial planning concepts, facilitating investment workshops.Build and retain funds under management by migrating existing assets to focus solutions. Requirements:Education & Licensing:Degree in investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential).Certified Financial Planner (CFP) designation (Preferred).Hold both RE1 and RE5 regulatory examinations (Essential).Experience & Knowledge:58 years of experience in financial services, specifically within asset wealth management.58 years of experience in the investment marketing arena.Strong knowledge of the investment and wealth management industry in South African and international markets.In-depth legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
https://www.jobplacements.com/Jobs/W/Wealth-Advisor-1255288-Job-Search-1-23-2026-8-36-17-AM.asp?sid=gumtree
17d
Job Placements
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Operations Consultant - GraduateAn International Investment & Asset Management firm that has a reputation for being one of the best in the business, are growing their operations division as business is thriving.This permanent position will be based in Cape TownThe successful candidate will be responsible for assisting clients and advisers by providing excellent service in the processing of instructions. We provide graduates with comprehensive training regarding our products, systems and legislation relevant to financial services.Recently Completed Degree in Business Science degree with majors in Finance, Economics, Investments, Engineering, Mathematics and Statistics.Computer literacy – Intermediate / AdvancedMinimum 65% in Mathematics (Matric)Minimum average of 70% throughout university studiesIf you are interested kindly submit the following MERGED documents:>CV highlighting skills >Full academic TRANSCRIPTS - subjects and marks from 1st to final year> Clear copy of ID>MATRIC Certificate
https://www.jobplacements.com/Jobs/G/Graduate-Operations-Consultant-1256889-Job-Search-01-28-2026-23-00-16-PM.asp?sid=gumtree
11d
Job Placements
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Sales Consultant – CPT Water Front - Gold & Collectibles Retail R15k-R20k (OTE R50k) The OpportunityIf you enjoy working with people and selling high-value products, this role is for you. You’ll earn R15,000 – R20,000 basic salary plus high commission, with realistic earning potential of R50,000+ per month. You will work in a busy store at Gateway Theatre of Shopping, where you can build long-term customer relationships and grow your skills in premium, trust-based sales. If you are honest, confident, and goal-driven, you can do very well here. The CompanyOur client is a trusted retail gold coin and collectibles business operating in major shopping centres across South Africa. They help customers buy gold coins and valuable items with confidence, through clear advice, strong service, and professional processes. Their focus is on high-value retail and repeat customer relationships, making them a stable and well-known name in this space. What You’ll Be DoingHelp walk-in customers in the store and guide them through purchasesSimply explain the product and why people invest in themBuild strong customer relationships so clients return and refer othersFind new customers who want to invest in goldKeep records neat, correct, and up to dateFollow store rules and work in a professional way Experience & Qualifications3+ years’ experience selling to high-end customersHonest, trustworthy, and comfortable selling valuable itemsNeat, well-groomed, and confident with peopleStrong attention to detail
https://www.jobplacements.com/Jobs/S/Sales-Consultant-1260609-Job-Search-02-09-2026-05-00-15-AM.asp?sid=gumtree
12h
Job Placements
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Description of job responsibility/dutyWealth ManagementDevelop and maintain strong relationships with high-net-worth clients.Understand clients financial goals, risk tolerance, and preferences to provide personalized financial advice.Conduct comprehensive financial analyses to assess clients current financial situations and future objectives.Create customized financial plans that align with clients goals and objectives.Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators,and risk factors.Monitor financial markets, economic trends, and investment opportunities to make informed recommendations.Manage clients investment portfolios, ensuring proper diversification and alignment with their financial goals.Regularly review and rebalance portfolios based on market conditions and clients changing needs.Assess and mitigate potential risks associated with clients investment portfolios.Stay abreast of market trends, economic developments, and investment opportunities to provide informed advice.Conduct thorough research on financial products, strategies, and industry best practices.Stay updated on regulatory changes and industry best practices related to the industry.Provide regular performance reports to clients, summarizing the performance of their investment portfolios and highlightingkey insights.Collaborate with internal teams, including tax professionals, legal advisors, and other specialists to offer holistic financialsolutions to clients.Actively engage in networking activities to expand the client base and stay connected with industry professionals. Education & QualificationsRelevant BCom DegreeCFP/CFA preferred or working towards the designationFAIS Compliant Relevant ExperienceProven experience as a Wealth and Investment Manager with a focus on high-net-worth clients.In-depth knowledge of financial markets, investment products, and wealth management strategies.Strong analytical and quantitative skills.Excellent communication and interpersonal skills.Compliance-oriented mindset and adherence to regulatory guidelines.
https://www.jobplacements.com/Jobs/J/Junior-Wealth-Manager--Cape-Town-Stellenbosch-Umh-1196004-Job-Search-6-20-2025-3-12-56-AM.asp?sid=gumtree
8mo
Job Placements
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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.
Salary: Market related
Please apply online
FROGG RecruitmentConsultant Name: Quinton Wright
13d
FROGG Recruitment SA
1
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Duties & ResponsibilitiesThe successful candidate will need to:Work as part of a professional team in our office in NewlandsMeet with prospective clients (virtually via Zoom/Teams or in person at our offices)Follow an established onboarding process to bring on new clientsAdvise existing and prospective clients on their investment portfoliosAdvise clients on offshore investingAssist clients with tax planning, estate planning and willsPrepare and conduct investment reviews for clientsContinuously learn about markets, tax regulations and different investment vehiclesHandle client queriesKeep records of new and existing clientsMonitor FICA complianceCompetencies RequiredMinimum 3 years working experience as a financial plannerBe fluent (speech and writing) in English and AfrikaansRelevant degree (Bcom/BusSci/Hons preferable)Must have passed the RE5 regulatory examApplicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferredProficiency in MS Office including Word, Excel and PowerpointExcellent written and verbal communication skillsHave the ability to manage time effectivelyHave an aptitude for continued learningPackage & RemunerationBasic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.
https://www.jobplacements.com/Jobs/F/Financial-Planner--Cape-Town-1196027-Job-Search-6-20-2025-4-37-43-AM.asp?sid=gumtree
8mo
Job Placements
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Financial Analyst Observatory Cape Town
Our global client is looking for a Financial Analyst with 5 years plus experience. You will provide insights and recommendations based on financial data analysis. The ideal candidate will be responsible for analysing financial data, preparing reports, and assisting in financial planning and forecasting to support strategic decision-making.
Salary Very Negotiable plus excellent benefits
Min Qualifications and experience requirements
Bachelor’s degree in Finance, Accounting, Economics, or a related field; Master’s degree or CFA designation is a plus.
5 years plus experience as a Financial Analyst within the investment / financial services / asset management
Proficiency in financial modelling and forecasting techniques.
Advanced knowledge of Excel and financial software
Experience with data visualization tools (e.g.Power BI).
Knowledge of financial regulations and compliance standards.
Responsibilities
Financial Analysis – Analyze financial data and trends to provide insights into business performance.
Prepare financial models to forecast future financial performance and assess potential investments.
Reporting – Generate regular financial reports, including income statements, balance sheets, and cash flow statements.
Budgeting and Forecasting
Assist in the preparation of annual budgets and periodic forecasts.
Data Management – Maintain and update financial databases and reporting tools.
Investment Analysis
Evaluate investment opportunities and perform due diligence on potential projects.
Compliance and Risk Management
Apply online
FROGG Recruitment
https://www.froggrecruit-sa.co.za/how-we-work-with-candidates/
20d
FROGG Recruitment SA
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Our client, a specialized asset management firm is looking for a a detail-oriented and highly organised Legal Assistant to join their Team for a 12 month contract. The role entails supporting a range of legal and compliance matters within an asset management environment. The successful candidate will assist internal teams, work with external legal practitioners, and other legal professionals in the day-to-day legal operations of the business.This role requires prior exposure to the financial services sector, strong administrative capability, and the ability to manage multiple priorities in a fast-paced environment.You will be required to fulfil the following functions:Liaise with external legal practitioners, clients, and vendors to ensure clear communication and effective coordination.Assist in drafting, reviewing, and organising legal documents, including investment management agreements, supplier contracts, and other contractual documentation.Ensure accuracy and completeness of all legal records.Draft addendums and resolutions and manage the approval and signature process.Organise and manage contract documentation, ensure compliance with legal and regulatory requirements, and support stakeholder communication for smooth implementation.Prepare and maintain a contract register, including reminders for future actions and renewals.Maintain an accurate and complete contract filing systemAssist in developing and maintaining compliance policies and procedures in line with regulatory requirementsSupport due diligence processes for potential investments, acquisitions, and partnerships by gathering and reviewing relevant documentationMaintain corporate records, minute books, and governance documentation for the organisation and affiliated entities.Maintain databases, file documents, prepare court documentation, conduct legal research, compile reports and presentations, and provide general administrative and legal support. In order for your application to be considered you will need to have the following: qualifications and experience: Bachelors degree in Law (LLB) or Certificate in Paralegal Studies from a recognised institution;ORMatric plus completion of an ABA-approved paralegal certification programme or an associate degree in paralegal studies.As well as 25 years experience as a paralegal or legal assistant.Experience within asset management or financial services will give your application the competitive edge to stand out amongst the crowd. Exposure to the agricultural sector will be beneficial. Strong understanding of legal terminology, principles, and procedures.Proficiency in legal research and drafting.Excellent organisational, time-management, and administrative skillsHigh level of attention to detail a
https://www.jobplacements.com/Jobs/L/Legal-Assistant-1259713-Job-Search-02-05-2026-10-31-31-AM.asp?sid=gumtree
4d
Job Placements
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