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Results for investment in "investment" in Jobs in South Africa in South Africa
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Key Responsibilities:Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platformsPrepare new business documentation and ensure accurate processing of completed applicationsHandle portfolio changes, switches, and updates efficientlyCompile reports and performance statements for clients and advisorsOversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channelAssist with Wills and Estates processes, including drafting of wills, document storage, collation, and administrationCoordinate deceased estates between Head Office and clients, ensuring a smooth and professional processWork closely with internal teams and Head Office, utilising relevant systems and softwareRequirements:Solid experience within the wealth management or financial services industryStrong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum InvestoExposure to Momentum Securities would be advantageousExcellent administrative, organisational, and communication skillsHigh level of accuracy and attention to detailAbility to manage multiple tasks and work efficiently in a fast-paced environment
https://www.jobplacements.com/Jobs/W/Wealth-Administrator-1275986-Job-Search-03-27-2026-04-35-12-AM.asp?sid=gumtree
5d
Job Placements
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Overview – Permanent RoleThis role is ideal for recent graduates with a strong academic background and a keen interest in investments, client engagement, and financial markets. Successful candidates will be part of a structured development journey, gaining deep industry knowledge and building a long-term career in financial services.Key ResponsibilitiesDeliver exceptional client service across various communication channelsRespond to and resolve client queries accurately and efficientlyBuild and maintain strong client relationshipsApply investment knowledge to support client needs and queriesCollaborate with internal teams to ensure seamless service deliveryMaintain high levels of accuracy, professionalism, and attention to detailParticipate in ongoing training and development throughout the programmeContribute to continuous improvement of client experience and operational processesMinimum RequirementsBachelors of Commerce or Business Science degree (Specialisations/majors in Finance, Economics, Statistics, Investment Management / related fileds)Minimum 65% academic averageLess than 2 years of work experienceInterest in investments / financial marketsSkills and AttributesStrong analytical and problem solving abilityHigh attention to detail and accuracyProactive mindsetStrong client service focusExcellent verbal and written communication skillsAbility to work both independently and within a teamProfessionalism and strong interpersonal skills
https://www.jobplacements.com/Jobs/I/Investment-Services-Consultant-Graduate-1276011-Job-Search-03-27-2026-05-00-18-AM.asp?sid=gumtree
5d
Job Placements
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This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support.You will be involved in portfolio implementation, client onboarding, and the preparation of proposals, reviews, and reports, while also maintaining ongoing oversight of the investment book. Regular client interaction forms part of the role, ensuring smooth processes, clear communication, and timely resolution of queries.This role is well suited to someone who values accuracy, structure, and professional growth, and who wants to build a long-term career within investments and wealth management.Key Responsibilities:Provide paraplanning and administrative support to the Wealth Manager and their teamAssist with portfolio implementation and ongoing maintenance of client investment portfoliosSupport client onboarding processes and ensure compliance with regulatory requirementsPrepare and deliver proposals, client reviews, and investment reportsLiaise with clients to provide updates, clarify processes, and resolve queriesEnsure accurate record-keeping and oversight of the investment bookJob Experience and Skills Required:Education:Bachelors degree in Finance, Investments, or a related fieldHonours degree advantageousCFP completed or in progress will be advantageousExperience:Minimum of 2 years experience within the investment or wealth management industrySkills & Competencies:Strong analytical and numerical skills with high attention to detailDemonstrated interest in financial markets, wealth management, and personal financeAbility to work under pressure, manage deadlines, and maintain a sense of urgencyStrong professional communication skillsAbility to work independently, take initiative, and solve problems effectivelyProficient in Excel, PowerPoint, and OutlookSound understanding of FICA and FAIS regulatory requirementsFor more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/P/Paraplanner-1265511-Job-Search-02-24-2026-04-14-49-AM.asp?sid=gumtree
1mo
Job Placements
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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 environmentThe capacity to evaluate the viability of new business prospectsAbility to offer high-level guidance on investment strategy.Strong Commitment to compliance and good governance. Behavioural Competencies:Excellent Communications SkillsHigh-level presentation and interpersonal skillsStrategic ThinkingA passion for community upliftment & poverty eradicationProblem SolverPLEASE NOTE: Should you not hear back from us within the next 2 weeks, please consider your application as unsuccessful.
https://www.jobplacements.com/Jobs/E/Executive-Investment-Advisor-Part-Time--CPT-Sou-1277024-Job-Search-03-31-2026-10-39-37-AM.asp?sid=gumtree
13h
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
9mo
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