About the position
Junior Investment Consultant Get world-class mentorship and launch your investment consulting career the right way. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Cape Town CBD
Market related
You're naturally curious, switched-on, and ambitious. You ask questions, soak up new information fast, and enjoy working with people. You're professional, driven and hungry to grow, not just into a role, but into a career with purpose and high earning potential. Confidence, strong communication skills and resilience are in your DNA.
Your first six months will be dedicated to learning from one of the best, working closely under the guidance of the Director as you gain a deep understanding of the financial products, the industry, and the regulatory environment. During this time, you'll also complete your RE5 qualification. Once trained up, you'll begin engaging in business development, reaching out to Independent Financial Advisors (IFAs) and setting up meetings. From there, you'll start attending client meetings with the Director, eventually building your own book of clients. It's hands-on, relationship-driven and growth-focused.
You'll be joining a dynamic and entrepreneurial firm operating at the forefront of alternative investments and asset management. With a sharp strategic vision and strong leadership, this company is known for its high-performance culture and commitment to developing young talent. You'll be surrounded by smart, focused individuals who are passionate about delivering long-term value and who thrive in a performance-driven, yet collaborative environment. You'll be fully office based in Sea Point, Cape Town.
A completed degree in Finance, Economics or a related field is essential, and what's most important is your attitude. You're a fast learner with excellent interpersonal and communication skills, and you're serious about building a long-term career in financial services and not afraid of sales. Some exposure to the industry is beneficial, but not essential. You need to be fluent in English an.d Afrikaans and currently residing in Cape Town
You'll receive structured mentorship, full support for your RE5 exam, and a clear growth path into an Investment Consultant role. Expect competitive entry-level pay, professional development opportunities, and the chance to build a lucrative, meaningful career from the ground up.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Investments
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Degree
