Investment Specialist

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As an Investment Specialist you'll have the chance to directly impact clients' financial futures by offering expert guidance and personalized investment strategies. Your responsibilities will include conducting thorough financial analyses,...

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As an Investment Specialist you'll have the chance to directly impact clients' financial futures by offering expert guidance and personalized investment strategies. Your responsibilities will include conducting thorough financial analyses,...

**Investment Specialist** **Johannesburg, Gauteng** - Meet sales targets on products and platform - including Multi-Manager, Asset Management and Platforms - Ensure number and quality of sales activity are attained - minimum of 3 visits per day - Build and maintain internal stakeholder relationships - business focused - Build and maintain external client...

Gauteng - Hybrid or Remote within the area Specialist in the Investment Channel and from the Back Office operations needed for a well known Investment GroupSupport the front office in: trading activity / cash flows / instruments booked and managed / Murex trading platform MatricBachelors degree / Dip in Banking or Finance 7+ years of back-office expFrom...

Gauteng - Hybrid or Remote within the area Specialist in the Investment Channel and from the Back Office operations needed for a well known Investment GroupSupport the front office in: trading activity / cash flows / instruments booked and managed / Murex trading platform MatricBachelors degree / Dip in Banking or Finance 7+ years of back-office expFrom...

Investment SpecialistJohannesburg, Gauteng Meet sales targets on products and platform including Multi-Manager, Asset Management and Platforms Ensure number and quality of sales activity are attained minimum of 3 visits per day Build and maintain internal stakeholder relationships business focused Build and maintain external client relationships adviser,...

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. **Key Responsibilities**: Conduct Transaction Assessment and meets DBSA’s...

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. .. **Key Responsibilities**: **Conduct Transaction Assessment and meets DBSA’s...

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability.Key Responsibilities:Conduct Transaction Assessment and meets DBSA's MandateEvaluate the...

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability.Key Responsibilities:Conduct Transaction Assessment and meets DBSA's MandateEvaluate the...

Gauteng Hybrid Investment Company requires a qualified CA to join them and take control of Middle-office activities - Financial reporting, Valuations and product functions for trading by portfolio Managers and Front office. Above average knowledge of derivatives and Fixed income ess CA with 5+ year post qualification Exp CFA or studying towards...

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. **Key Responsibilities**: **Conduct Transaction Assessment and meets DBSA’s...

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability.Key Responsibilities:Conduct Transaction Assessment and meets DBSA's MandateEvaluate the...

The Investments Strategic Partnerships Specialist (SA) undertakes the responsibilities of relationship management by coordinating key stakeholder activities, identifies key market opportunities and provides business improvement support to the Coverage Division **Key Responsibilities**: 1. Develops, identifies and manages the stakeholder management plan to...

Working with funds is "fun" right? Well, I am calling all Fund Specialists as we are recruiting a role at an insurer that has your interests as number 1.The Fund Specialist will be responsible for driving sales and brand awareness, as well as maintaining and increasing net flows into both local and global Curate funds (denominated in hard currency and local...

The purpose of this role is to generate deal flow and build a robust pipeline of prospective projects for development financing as well as structure deals. The incumbent of this role will also be responsible to coach & mentor Investment officers. **Key Responsibilities**: Undertake business development in Africa and position DBSA as preferred...

The position is a FIxed Term Contract for 3 (Three) Years.Reporting to the Head Climate & Environmental Finance, the role of the Portfolio Management Specialist will be the management of the health and risk of the Climate and Environmental Finance Unit investment portfolios with focus on the Green Fund.Key Responsibilities:Technical outputs.In collaboration...

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. **Key Responsibilities**: Conduct Transaction Assessment and meets DBSA’s...

The purpose of this role is to generate deal flow and build a robust pipeline of prospective projects for development financing as well as structure deals. The incumbent of this role will also be responsible to coach & mentor Investment officers. **Key Responsibilities**: Undertake business development in Africa and position DBSA as preferred...

The purpose of this role is to generate deal flow and build a robust pipeline of prospective projects for development financing as well as structure deals. The incumbent of this role will also be responsible to coach & mentor Investment officers. **Key Responsibilities**: Undertake business development in Africa and position DBSA as preferred...