Fund Specialist

1 week ago


Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

We are looking for a passionate Fund Specialist to join our team at an insurance company that prioritizes your interests.

The Fund Specialist will play a key role in driving sales and increasing brand visibility for both local and global Curate funds. This position requires a high level of professionalism, integrity, and determination, with a focus on achieving results and upholding the company's values.

Some key responsibilities of the role include:

  • Growth and retention of assets
  • Sales and brand promotion
  • Client relationship management
  • Market research

Education and Job Requirements:

  • Bachelor's Degree in Finance or Investment
  • CFA (any level or all three), CFP, CIPM or equivalent
  • 5 years of experience in the collective investments sector
  • Specialization in unit trusts
  • Excellent engagement and negotiation skills
  • Experience in investment markets
  • Based in Cape Town or Durban

If you are passionate about funds and have the required qualifications and experience, we invite you to apply for this exciting opportunity.



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