Investment Product Specialist

Overview: Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients.  Responsibilities: Build an in-depth understanding of industry products and...

Overview:Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients. Responsibilities:Build an in-depth understanding of industry products and...

Hire Resolve’s client in the Investment Industry is urgently seeking a highly skilled Operations Specialist to join their team in Cape Town.Responsibilities Position within the operations team, principally as an operations specialist. The Purpose of this role is to contribute to and promote robust operating procedures across the investment management...

Senior Technical Investment Specialist - Cape Town, ZA May 17, 2023 **The Role** - Liaise with data providers (investment managers, custodians etc.) to obtain client data and other relevant information - Assist with clients’ contracting with investment providers (e.g. obtaining and completing documentation) and with clients’ investment transitions -...

**Investment Advisor / Wealth Manager** Our growing Retail Wealth Advice business is recruiting Investment Advisors with experience in CAT 1 categories to expand our distribution channel within the Western Cape region. We have an incredible opportunity for entrepreneurial advisors passionate about providing holistic advice to assist customers during their...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

**Role and responsibilities**: Overview **Responsibilities**: Collate, update and manage a database (CRM) for all clients. This includes building up a history and tracking interactions with all clients (both formal and informal) Develop a servicing strategy for assigned clients, with the help of the Head of Client Service Drive specific client projects on...

**Job Advert Summary**: **Minimum Requirements**: Knowledge of local and international asset management landscape with thorough understanding of investment product range within the competitive market environment. Credibility with industry stakeholders and track record of ability to grow an asset management. capability and execute on this...

Job title: Operations Specialist (Investment Management)Our client, an investment and asset management company situated in Bellville, has a vacancy in their Operations department for an experienced Operations Specialist.Role functionThe Operations Specialist will report into the Operations Manager who reports into the Chief Operating Officer.The purpose of...

Job title: Operations Specialist (Investment Management)Our client, an investment and asset management company situated in Bellville, has a vacancy in their Operations department for an experienced Operations Specialist.Role functionThe Operations Specialist will report into the Operations Manager who reports into the Chief Operating Officer.The purpose of...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** This position is...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

Purpose of job: Unitisation and cash flow management of client funds including: - Determination of unit prices - Daily collection of asset manager data - Management of the investment strategy, and processing of the clients’ cash flows between the administrator and asset managers - Production of reports - Analysing of fund returns - Preparing of Asset...

**Responsibilities and work outputs** - Gather and interpret requirements from key stakeholders / customers in line with business analysis and existing product team frameworks. - Analyse product and business requirements and validate and translate these into clear and effective requirement specifications, for each impacted development area. - Ensure that...

**Overview**: Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products...

**Responsibilities**: - Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies - Look back at previous investment decisions and the thought process of making the investment decision - Liaise with fund managers and network with industry...

RPO's client, Africa's largest privately owned investment management company, is seeking a recent graduate to join their team as an investment service consultant. As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their...

Purpose of the Job The purpose of the productivity specialist position is to engage with key stakeholders in the business to identify opportunities and to manage the overall planning and delivery of projects to ensure that a project is delivered safely, on time, in scope and on budget. Job Advert Details Job CategoryLogistics Job Objectives> To manage...

**The Role** - Liaise with data providers (investment managers, custodians etc.) to obtain client data and other relevant information - Assist with clients’ contracting with investment providers (e.g. obtaining and completing documentation) and with clients’ investment transitions - Preparation or checking of monthly or quarterly investment reports,...

This role would be located in the Product Management team where you will be responsible for development and management of LISP product sets and help steer the overall product strategy.Reporting directly to the Executive Head of Product Management, the Product Manager will play a pivotal role in shaping the strategic direction of our client's financial...