Investment Specialist
3 weeks ago
Are you an Investment Specialist? We specialize in personal financial planning and advice, catering to the individual financial needs and goals of our HNW clients. Should you qualify, you would become one of our highly qualified and experienced senior financial advisers, using our proven process that identifies key areas requiring focused advice. Our solutions encompass 12 different focus areas, including income protection, estate planning, retirement planning, risk analysis, and tax compliance while managing your client's investment portfolio. We also provide corporate clients with guidance on Pension and Provident fund solutions, ensuring personalized group cover as needed. Role Description This is a full-time hybrid role for an Investment Specialist located in Pretoria The Investment Specialist will be responsible for developing and managing investment strategies, analyzing financial data, and managing investment portfolios. Day‑to‑day tasks include assessing clients' financial needs, providing tailored investment advice, monitoring investment performance, and ensuring regulatory compliance. Qualifications Analytical skills. Investment, Investment Strategies, and Investment Management skills. Finance knowledge. Excellent written and verbal communication skills. Ability to work independently and in a hybrid work environment. Experience in financial planning and advising is a plus. Bachelor's degree or Certification as Wealth Manager in Finance. RE5 and FAIS credits are a prerequisite. Existing investment book. Relevant certifications (e.g., CFA, CFP) are advantageous. #J-18808-Ljbffr
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Investment Specialist
2 weeks ago
Pretoria, South Africa Coronation Fund Managers Full timeOverview Join to apply for the Investment Specialist - Pretoria role at Coronation Fund Managers Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers. Responsibilities Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers....
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Investment Specialist
3 weeks ago
Pretoria, South Africa Coronation Fund Managers Full timeClosing Date / 10 / 31Reference NumberCOR Job TitleInvestment Specialist - PretoriaJob Type ClassificationPermanentLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityPretoriaJob DescriptionSupport the sale of CFM's retail products through linked product providers, broker consultants and financial advisers.Duties and...
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Investment Specialist
7 days ago
Pretoria, South Africa Coronation Fund Managers Full time**Closing Date** - 2025/10/31 **Reference Number** - COR250804-1 **Job Title** - Investment Specialist - Pretoria **Job Type Classification** - Permanent **Location - Country** - South Africa **Location - Province** - Gauteng **Location - Town / City** - Pretoria - Support the sale of CFM’s retail products through linked product providers, broker...
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Investment Specialist
2 days ago
Pretoria, South Africa Accredinet Financial Solutions Full timeTo consult with our existing advisors to explore how they can expand their practices and identify opportunities, especially in terms of investments and assets under management. To provide advisors with guidance regarding their investment portfolios and, upon request, to meet with clients alongside them. To identify opportunities for business development...
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Junior Investment Analyst
1 week ago
Pretoria, South Africa It Ridge Technologies Full timeOverview The purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with the Corporation’s back and middle offices and the custodian. The...
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Senior Legal Advisor: Unlisted Investments
5 days ago
Pretoria, South Africa Fempower Full timeA leading institutional investment organization is seeking a seasoned Senior Legal Advisor to join its Unlisted Investments Legal team in Pretoria. The role involves delivering specialist legal advisory services across unlisted investment transactions, including leading negotiations and ensuring compliance with investment policies. Candidates should have an...
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Senior Legal Advisor – Unlisted Investments
5 days ago
Pretoria, South Africa Fempower Full timeOverview A leading institutional investment organisation, managing one of the largest and most diverse asset portfolios on the African continent, is seeking a seasoned Senior Legal Advisor to join its Unlisted Investments Legal team. Purpose of the Role Deliver specialist legal advisory services across unlisted investment transactions, including providing...
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Senior Legal Advisor – Unlisted Investments
2 weeks ago
Pretoria, South Africa Fempower Full timeA leading institutional investment organisation, managing one of the largest and most diverse asset portfolios on the African continent, is seeking a seasoned Senior Legal Advisor to join its Unlisted Investments Legal team. The role requires a high-performing, commercially astute attorney with extensive experience in corporate, commercial, and banking &...
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Senior Legal Advisor – Unlisted Investments
2 weeks ago
Pretoria, South Africa Fempower Full timeA leading institutional investment organisation, managing one of the largest and most diverse asset portfolios on the African continent, is seeking a seasoned Senior Legal Advisor to join its Unlisted Investments Legal team. The role requires a high-performing, commercially astute attorney with extensive experience in corporate, commercial, and banking &...
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Senior Legal Advisor – Unlisted Investments
2 weeks ago
Pretoria, South Africa Fempower Personnel Full timeA leading institutional investment organisation, managing one of the largest and most diverse asset portfolios on the African continent, is seeking a seasoned Senior Legal Advisor to join its Unlisted Investments Legal team. The role requires a high-performing, commercially astute attorney with extensive experience in corporate, commercial, and banking &...
