Senior Investment Advisor

Dav Professional Placement Group; Gauteng; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial placement agency in Gauteng is seeking an experienced investment professional to deliver tailored financial strategies for clients. The role involves providing expert investment advice, managing client portfolios, and conducting market analysis. Ideal candidates have a strong background in investment consulting or portfolio management with proven client relationship skills. This full-time position offers opportunities to mentor junior staff and foster a culture of excellence.

Qualifications

• Extensive experience in investment consulting or portfolio management.
• Strong analytical skills and a deep understanding of financial markets and instruments.
• Proven ability to develop and maintain trusted client relationships.

Responsibilities

• Provide expert investment advice and develop bespoke strategies.
• Manage and optimize client portfolios using advanced financial modeling.
• Conduct in-depth market analysis to identify emerging opportunities.

Skills

Investment consulting

Portfolio management

Analytical skills

Client relationship management

Communication skills

Job description

Direct message the job poster from DAV Professional Placement Group We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients.

What You’ll Do:

• Provide expert investment advice and develop bespoke strategies aligned with clients’ financial goals.
• Manage and optimize client portfolios using advanced financial modeling and market insights.
• Conduct in-depth market analysis to identify emerging opportunities and mitigate risks.
• Build and nurture long‑term client relationships through strategic guidance and regular reviews.
• Collaborate with internal teams to design innovative investment solutions.
• Ensure full compliance with regulatory standards and ethical practices.
• Mentor junior staff and contribute to a culture of continuous learning and excellence.

What We’re Looking For:

• Extensive experience in investment consulting or portfolio management.
• Strong analytical skills and a deep understanding of financial markets and instruments.
• Proven ability to develop and maintain trusted client relationships.
• Excellent communication and presentation skills.
• A collaborative mindset and leadership qualities.

Seniority level Mid‑Senior level Employment type Full‑time Job function Business Development, Consulting, and Customer Service Industries Financial Services, Investment Management, and Investment Advice

Locations include Johannesburg, Pretoria, Alberton, Boksburg, Krugersdorp in Gauteng, South Africa, with recent postings within the last few weeks.

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