Investment Consultant

Robert Walters; Johannesburg; On-site; ZAR 650,000 - 850,000; Full time

Job summary

An exciting opportunity has arisen for an Investment Consultant at a leading financial services provider in Johannesburg. This role involves working with a diverse client portfolio, designing bespoke investment strategies, and supporting professional growth. Ideal candidates will have at least 4 years of relevant experience and a strong commitment to client outcomes within an inclusive environment.

Benefits

Flexible working opportunities

Ongoing training

Commitment to equal employment opportunities

Qualifications

• Minimum of 4 years' experience in investment consulting or related financial services.
• Proficiency in performance analysis and economic trends.
• Strong organisational skills and ability to work under pressure.

Responsibilities

• Work closely with senior consultants to deliver tailored investment solutions.
• Draft and review client Investment Policy Statements annually.
• Prepare comprehensive investment reports and coordinate manager reviews.

Skills

Analytical skills

Quantitative analysis

Problem-solving

Written communication

Verbal communication

Education

BCom Investments (Honours or Masters)

Maths / Economics

BSc (Honours) Stats / Maths

Job description

Join to apply for the Investment Consultant role at Robert WaltersJoin to apply for the Investment Consultant role at Robert WaltersAn exciting opportunity has arisen for an Investment Consultant to join a highly respected financial services provider based in Johannesburg.This role offers you the chance to work alongside experienced professionals and support a diverse portfolio of clients, including umbrella and standalone funds.

You will be part of a collaborative team that values knowledge sharing, professional growth, and delivering exceptional client outcomes.The organisation is committed to fostering an inclusive and supportive environment where your analytical abilities and passion for investment markets will be nurtured.

With a focus on flexible working opportunities, ongoing training, and a strong commitment to equal employment opportunity, this position is ideal for someone looking to advance their career in investment consulting while making a meaningful impact on client portfolios.Key qualifications and experience for the Investment ConsultantA minimum of 4 years' relevant experience in investment consulting or related financial services rolesBCom Investments (Honours or Masters) / Maths / Economics or BSc (Honours) Stats / Maths iRE examinations along with adherence to fit-and-proper requirements of an FSPKey duties for the Investment ConsultantWork closely with senior consultants and investment teams to deliver tailored solutions for a range of institutional clients, ensuring high-quality service and timely execution of strategies.Oversee the implementation of investment strategies for both umbrella and standalone funds, collaborating with the broader investment team to ensure seamless execution.Draft and review client Investment Policy Statements annually, aligning them with best practice standards and organisational philosophy.Design bespoke investment strategies for clients based on established processes and philosophies, ensuring alignment with their objectives.Prepare comprehensive investment reports in collaboration with the reporting team, guaranteeing timely delivery ahead of client meetings.Coordinate manager reviews and strategy assessments using robust research methodologies and proprietary tools, working closely with the research team.Develop engaging client presentations and participate in meetings to provide insightful feedback on economic trends, performance metrics, and strategic recommendations.Deliver consistently high levels of client service by responding promptly to ad hoc data requests and analytical queries within specified turnaround times.Implement member analytics and projection statement services at each client site to enhance transparency and decision-making capabilities.Manage contractual obligations, income tracking, invoicing processes, compliance requirements (including FICA), and ensure all client records are accurately maintained.Demonstrated proficiency in performance analysis coupled with quantitative analytical skills, logical reasoning, and problem-solving abilitiesExceptional written and verbal communicationProven ability to work independently under pressure and within a teamAbility to produce accurate work in a timely mannerStrong organisational skillsA genuine interest in current economic events, market developments, policy changes, theory application, and practical implications within the investment landscapeWhat's next : If you are ready to take the next step in your career journey by joining an award-winning organisation where your expertise will be valued and your growth supported, then apply today!Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinanceIndustriesInvestment ManagementReferrals increase your chances of interviewing at Robert Walters by 2xSign in to set job alerts for "Investment Advisor" roles.Johannesburg, Gauteng, South Africa 1 week agoJohannesburg, Gauteng, South Africa 1 week agoJohannesburg, Gauteng, South Africa 1 week agoJohannesburg, Gauteng, South Africa 1 week agoAlberton, Gauteng, South Africa 1 week agoAlberton, Gauteng, South Africa 2 weeks agoJohannesburg, Gauteng, South Africa 6 days agoAlberton, Gauteng, South Africa 6 days agoJohannesburg, Gauteng, South Africa 6 days agoKrugersdorp, Gauteng, South Africa 5 days agoBoksburg, Gauteng, South Africa 2 weeks agoAlberton, Gauteng, South Africa 1 week agoAlberton, Gauteng, South Africa 6 days agoBoksburg, Gauteng, South Africa 6 days agoAlberton, Gauteng, South Africa 6 days agoBoksburg, Gauteng, South Africa 2 weeks agoBoksburg, Gauteng, South Africa 6 days agoBoksburg, Gauteng, South Africa 6 days agoBoksburg, Gauteng, South Africa 5 days agoSandton, Gauteng, South Africa 4 months agoJohannesburg, Gauteng, South Africa 3 days agoCity of Johannesburg, Gauteng, South Africa 2 weeks agoJohannesburg Metropolitan Area 5 days agoSandton, Gauteng, South Africa 4 days agoJunior Financial Advisor Opportunity - WoodmeadCity of Johannesburg, Gauteng, South Africa 3 weeks agoCity of Johannesburg, Gauteng, South Africa 3 weeks agoInvestment Committee Members- Talent PoolJohannesburg, Gauteng, South Africa 3 days agoSoweto, Gauteng, South Africa 3 weeks agoJohannesburg, Gauteng, South Africa 1 day agoJohannesburg, Gauteng, South Africa 3 days agoWe're unlocking community knowledge in a new way.

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