WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships …
Job Purpose To lead the design, development and continuous improvement of organisational capabilities within Sales and Service Enablement, ensuring alignment to Nedbank’s strategic intent. The role focuses on defining ca…
CONSULTANCY SERVICE FOR DEVELOPMENT OF A DIGITAL DASHBOARD TO COMMUNICATE THE IMPACT OF NATURE-BASED SOLUTIONS IN JOHANNESBURG (MINIMUM VIABLE PRODUCT STAGE)
Johannesburg, Gauteng, South Africa · Remote OK
Senior$18M raised
1. BACKGROUND The International Institute for Sustainable Development (IISD) and the World Resources Institute jointly lead the SUNCASA project (Scaling Urban Nature-Based Solutions for Climate Adaptation in Sub-Saharan …
Skills: System Development, Dashboard Development, Data Modeling, UI/UX Design, Web Development
Job Classification Business Analyst - 146538 Job Family Project, Process and Product Career Stream Process Leadership Pipeline Manage Self: Technical Job Purpose To enable change by defining the needs and the rationale f…
Skills: Business Analysis, Agile Methodology, Requirements Elicitation, Stakeholder Management, Process Engineering
Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society…
Skills: Global Cash Management, Liquidity Planning, Capital Markets, Debt Financing, Financial Risk Management
About the Position The Partner Engagement Manager (Mimecast Services Program) plays a vital role in the preparation, adoption, and ongoing execution of the Mimecast Services Program with and through our partners. You wil…
At NiCE, we don’t limit our challenges. We challenge our limits. Always. We’re ambitious. We’re game changers. And we play to win. We set the highest standards and execute beyond them. And if you’re like us, we can offer…
Company Description Labournet is a proudly South African company with over 28 years of innovation in payroll, HR and employment legislative compliance. We are driven by our mission to change the world of work by simplify…
Job Description Contract: Full time, permanent Team: Shared Services Office Location: Rosebank Mall Offices, 4th Floor, 11 Cradock Ave, Johannesburg 2196, South Africa The role: The Immigration Coordinator helps to provi…
Skills: German Proficiency, Administrative Skills, Data Entry, Time Management, Multi-tasking
Job Description Contract: Part time (20 hours per week), permanent Team: Shared Services Office Location: Rosebank Mall Offices, 4th Floor, 11 Cradock Ave, Johannesburg 2196, South Africa The role: The Immigration Coordi…
Skills: German Language Proficiency, Administrative Skills, Data Entry, Time Management, Multi-tasking
Company:Marsh Description: Marsh has a fantastic opportunity for a P&C Broker to join our team! Within this role you will be responsible for handling high complexity accounts. Your expertise will be crucial as you will b…
Company:Marsh Description: Marsh has a fantastic opportunity for a P&C Broker to join our team! Within this role you will be responsible for handling high complexity accounts. Your expertise will be crucial as you will b…
Management Level Associate Job Description & Summary At PwC, our people in legal services offer comprehensive legal solutions and advice to internal stakeholders and clients, maintaining compliance with regulations and m…
Skills: AML Processing, KYC Analysis, Client Due Diligence, UBO Identification, Sanctions Screening
Abbott
Digital Health Consultant
Johannesburg, Gauteng, South Africa · On-site
Mid level$20B raised
JOB DESCRIPTION: Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and pro…
Skills: Digital Health Consulting, Stakeholder Management, Healthcare IT, Laboratory Medicine, Diagnostics
Management Level Manager Job Description & Summary The Contingent Workforce job family group at PwC includes people working for PwC who are not a partner or employed by a PwC Legal Entity. As a contingent worker at PwC, …
Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operati…
Skills: Legal Transformation, Contract Lifecycle Management, Target Operating Model Design, Business Case Development, Legal Technology Implementation
Job Family Finance Career Stream Accounting Job Purpose To analyse; interpret; collate and present financial and non financial information in order to drive strategy; enable decision making and support Nedbank Business U…
Company Description Liberty's success is driven by the success of its people. We aim to keep our staff engaged in the rightrole at the right time. Talent mobility is key to our competitive edge. Job Description To provid…
Africa Talent by Deloitte - NOR -Third Party Risk - Consultant
Johannesburg, Gauteng, South Africa · Hybrid
Mid level
Company Description About Africa Talent Africa Talent by Deloitte (Africa Talent) is a standalone division of Deloitte, owned by Deloitte Africa and Deloitte Netherlands, based in South Africa. Our goal is to meet the gr…
Skills: IT Audit, SAP Audit, Risk Management, IT Assurance, Access Management
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Role Overview: The Forensic Consultant is responsible for the planning a…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, postgraduate degree
Posted 49d ago
~40 hrs/week
Responsibilities
Support Portfolio Managers in managing client investment portfolios by conducting suitability assessments and preparing implementation plans. Responsible for ongoing portfolio monitoring, trade execution, and the preparation of client reports and commentary.
Requirements
Requires a degree in Business, Economics, or Investment, with 2-3 years of relevant experience in the finance industry. Professional certifications such as CFP or CFA are considered advantageous.
Full job description
WORKING RELATIONSHIPS
This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.
OVERALL PURPOSE
The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
Portfolio Management
Ensure proper take-on of new clients, collecting FICA and liaising with client service team
Conducts suitability assessment of clients and analysis of client affairs (fact find)
Prepare new client reviews and proposals
Prepare and oversee client implementation plans
Maintain and update client lists, provide tax statements when requested and calculate expected CGT
Prepare cash flow forecasts using expected investment returns and cash needs
Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary
Attend client meetings, prepare meeting packs, notes and minutes
Prepare feedback to general client queries and ad hoc investment analysis requests
Check monthly and quarterly reports and liaise with reporting team on requirements
Reconcile and audit client reports
Prepare quarterly commentary on client portfolios
Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files
Trading & Execution Support
Take responsibility to ensure all trades are executed accurately and timeously
Investigate trading queries
Compliance & Risk Management
Ensure that client files are properly set-up and maintained
Ensure clients adhere to approved fund manager list, asset allocation targets & limits
Maintain record of client advice
QUALIFICATIONS & EXPERIENCE
Business, Economics or Investment related degree, preferably with Honors
Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
2-3 years of relevant experience in the finance / investment industry
SKILLS
Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base
Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date
Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusion
Stonehage Fleming is now Corient. To see what's new, visit corient.com
Industry
Financial Services
Company size
501-1,000 employees
Founded
1976
Headquarters
Jersey, Channel Islands
LinkedIn followers
51,391
Total funding
$114M
Stonehage Fleming is now Corient. To see what's new, visit corient.com
Stonehage Fleming is adviser to many of the world’s leading families and wealth creators. We help families manage and protect their wealth now and for future generations. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms.
Our relationships with clients would typically include:
- Helping define the purpose of the family wealth, its governance and succession plans.
- Managing and administering international structures such as trusts and companies.
- Managing investment portfolios on a discretionary and advisory basis.
- Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently
- Identification and mitigation of the full spectrum of risks to family wealth.
- Reviewing legal structures, taking account of cross-border and inter-generational considerations.
- Sourcing and advising on private capital investment opportunities.
- Creating reports aggregating and analysing all aspects of client wealth.
- Coordination and execution of all banking and treasury needs.
- Advising on matters of corporate finance for the family business and other commercial interests.
- Management of art collections and other lifestyle assets.
We have a rich array of in-house expertise but we also work closely with families’ existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs.
Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights
Offices: Floor 4 Liberation House, Castle Street St Helier, Jersey, Channel Islands JE1 4HH, GB · 6 St James's Square, London, England SW1Y 4JU, GB · Rue du Puits-Godet 12, PO Box 763, 2002 Neuchâtel, CH · Building B, 16 Arye Shenkar Street, PO Box 12433, Herzlia Pituach 46733, IL · Ground Floor, Block A, 7 West Quay, West Quay Road, Victoria & Alfred Waterfront, Cape Town 8001, ZA
Family Office AdvisoryExpert FiduciaryLegal and Tax AdvisoryDealing & TreasuryExpert ReportingPhilanthropyArt ManagementCorporate ServicesInvestment ManagementFamily Office
How many Consulting jobs are open in Johannesburg, South Africa right now?
There are currently 440 open consulting positions in Johannesburg, South Africa listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Johannesburg, South Africa?
Companies currently hiring include Nedbank Private Wealth South Africa, NTT DATA, Inc., LabourNet, Deloitte, Old Mutual South Africa, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Johannesburg, South Africa?
Yes — 203 of the 440 open consulting positions offer remote or hybrid work (49 remote, 154 hybrid).
How do I apply for Consulting jobs in Johannesburg, South Africa?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.