Investment Sales Specialist – Grow Client Portfolios

A leading financial institution in Cape Town is seeking an experienced Investment Specialist focused on client relationship management and investment growth. The role requires a minimum of 5 years of banking and investment experience, with an NQF Level 8 qualification and RE5 certification essential. This position offers the opportunity to engage with...

A leading financial institution is seeking an Investment Specialist to drive investment book growth and deepen client relationships. The ideal candidate will have at least 5 years of banking experience and relevant qualifications. Key responsibilities include managing net interest income and providing tailored investment solutions. The role offers a dynamic...

# **Job Description**To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution.**Hello Investment Specialist****Welcome to FNB –...

Job Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client’s requirement or by acquiring new clients in addition, offering customers Investment solutions with the aim of ensuring that the bank is the client’s primary banking institution. Hello Investment Specialist Welcome to FNB – Home of...

Job Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offering customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB – Home of the...

Job Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offering customers investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB – Home of the...

An investment management firm in Cape Town is seeking a Portfolio Analyst to support Portfolio Managers in managing client investment portfolios. This entry-level position requires a degree in Business, Economics or Investment, along with strong investment knowledge. Responsibilities include conducting client suitability assessments, preparing client...

Job Description To design and deliver investment solutions that meets specific client needs. To analyse market trends, evaluate asset managers, and develop tailored strategies to optimise portfolio performance. To provide expert advisory, solution structuring, and stakeholder engagement to align investments solutions with business objectives. Hello Future...

**Investment Specialist** **Sandton and Cape Town** Responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in the middle management category. - Manages a portfolio of existing large Corporate clients - Responsible for retention of assets for existing clients - Manages all...

Join to apply for the Investment Management - Client Portfolio Analyst role at Stonehage Fleming . WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general...