investment services jobs in Umhlanga

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA Disclaimer As an applicant, please verify the legitimacy of this job...

Job Description, PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business...

Job Advert Summary PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments...

Sales Professionals to be trained as Financial Planners. JHB - PTA- CT- DBN Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services...

As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities: - Pitch our business to potential new clients and schedule appointments with existing clients for...

ROLE PURPOSE - Ensure infrastructure services are maintained and operational to service standards specified. - Maintain availability of assets and building in accordance to specified standards. - Support the planned maintenance programme in order to ensure business continuity incurs minimum downtime. - Proactively manage the maintenance process and identify potential equipment / asset failure or...

Our Client: They engineer experiences on behalf of some of the world’s most progressive brands. As a company, they have been working towards that goal since its founding in 2000. Through evolution and acquisition, today they are a 40 000 people-strong global leader in business process outsourcing (BPO). They continue to specialize in customer experience, but their capabilities extend across...

A leading Financial Services company is seeking an experienced Investment Officer with strong experience in SME finance, preferably in business investment, financial accounting, or auditing to join their team in Westville. This is a stimulating opportunity for a commercially astute Investment Officer to drive growth across new lines by identifying potential clients, structuring and negotiating...

To accurately and timeously review and process client instructions in line with business rules and legislation, ensuring clients and Financial Advisors experience a professional service which includes ongoing maintenance of the unitholder database, overseeing accuracy of manual processes and internal and external reporting to stakeholders. KEY RESPONSIBILITIES: Daily processing of...

A financial services company is seeking a skilled Advisory Assistant. Your key focus area in this role is to provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. You will work with an Administration Manager and support experienced Financial Advisors. You will be expected to assist with client...

Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work...

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 engager (diversity), first-class service,...

Sales Professionals to be trained as Financial Planners. JHB - PTA- CT- DBN Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services...

Our Client: They engineer experiences on behalf of some of the world’s most progressive brands. As a company, they have been working towards that goal since its founding in 2000. Through evolution and acquisition, today they are a 40 000 people-strong global leader in business process outsourcing (BPO). They continue to specialize in customer experience, but their capabilities extend across...

Our Client: They engineer experiences on behalf of some of the world’s most progressive brands. As a company, they have been working towards that goal since its founding in 2000. Through evolution and acquisition, today they are a 40 000 people-strong global leader in business process outsourcing (BPO). They continue to specialize in customer experience, but their capabilities extend across...

Sales Professionals to be trained as Financial Planners. JHB - PTA- CT- DBN Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services...

Our Client: They engineer experiences on behalf of some of the world’s most progressive brands. As a company, they have been working towards that goal since its founding in 2000. Through evolution and acquisition, today they are a 40 000 people-strong global leader in business process outsourcing (BPO). They continue to specialize in customer experience, but their capabilities extend across...

Sales Professionals to be trained as Financial Planners. JHB - PTA- CT- DBN Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services...

Our Client: They engineer experiences on behalf of some of the world’s most progressive brands. As a company, they have been working towards that goal since its founding in 2000. Through evolution and acquisition, today they are a 40 000 people-strong global leader in business process outsourcing (BPO). They continue to specialize in customer experience, but their capabilities extend across...

Sales Professionals to be trained as Financial Planners. JHB - PTA- CT- DBN Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services...