Investment Specialist UHNW Families
2 weeks ago
Investment Specialist UHNW FamiliesSandton | R700K+ (highly negotiable for the right candidate) About Our ClientOur client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach, they provide end-to-end advisory services spanning investments, structuring, and strategic planning. Their culture is defined by excellence, integrity, and long-term partnership, making this an ideal environment for a driven, intellectually curious professional to thrive. The Role: Investment SpecialistYou'll play a pivotal role in supporting and managing relationships with UHNW families while contributing to the firm's global investment strategy and operations. This is a hands-on role offering exposure to every aspect of wealth management from portfolio construction to family governance within a highly collaborative, world-class environment. Key Responsibilities Build and nurture relationships with UHNW families through trusted advisory and strategic insights. Prepare investment reports, proposals, and review documents for client meetings. Collaborate with senior leadership to deliver tailored investment and wealth solutions. Contribute to research, portfolio strategy, and due diligence across public and private markets. Partner across teams investments, structuring, compliance, and client service to ensure seamless execution. Take ownership of projects and initiatives, demonstrating initiative and accountability. About You Minimum of 5 years experience in financial services, investments, or professional advisory. Bachelors degree in Finance, Economics, or a related discipline; postgraduate qualifications (CFP, CFA, CA(SA), MBA, or equivalent) preferred or in progress. Demonstrated passion for markets, investments, and wealth management. Strong analytical, research, and quantitative skills. Exceptional written, verbal, and interpersonal communication. High levels of discretion, integrity, and professionalism when dealing with UHNW families. Proactive, intellectually curious, and comfortable operating in a boutique, high-performance environment. Whats on Offer A front-row seat in a globally connected, boutique multi-family office. Direct mentorship from senior partners and exposure to cross-border investment opportunities. Exceptional career growth within a highly specialized and rewarding sector. Competitive, performance-aligned remuneration package.
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Investment Specialist UHNW Families
2 weeks ago
Johannesburg, South Africa The Legends Agency Full timeInvestment Specialist: UHNW Families Sandton | R700K+ (highly negotiable for the right candidate) About Our Client Our client is a boutique multi‑family office offering bespoke investment and wealth management solutions to ultra‑high‑net‑worth families. With a global perspective and a deeply personal approach, they provide end‑to‑end advisory...
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Investment Specialist UHNW Families
15 hours ago
Johannesburg, South Africa The Legends Agency Full timeInvestment Specialist UHNW Families Sandton | R700K+ (highly negotiable for the right candidate) About Our Client Our client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach, they provide end-to-end advisory services...
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Investment Specialist UHNW Families
2 weeks ago
Johannesburg, South Africa The Legends Agency Full timeInvestment Specialist UHNW FamiliesSandton | R700K+ (highly negotiable for the right candidate)About Our ClientOur client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach, they provide end-to-end advisory services spanning...
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Johannesburg, South Africa The Legends Agency Full timeA leading multi-family office in Johannesburg seeks an experienced Investment Specialist to manage relationships with ultra-high-net-worth families. The role involves preparing investment reports, collaborating with senior leaders, and contributing to wealth management strategies. Ideal candidates will have at least 5 years of experience in financial...
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Credit Specialist-1
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Johannesburg, South Africa FirstRand Full timeJob Description To structure and spot opportunities for lending deals within a prescribed HNW and UHNW portfolio of clients. This role entails considered evaluation of the applicant and related parties’ financial position, credibility, stability, security, business case viability and overall wealth generation strategy across operating and investment...
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Investment Specialist
2 weeks ago
Johannesburg, South Africa FNB South Africa Full timeInvestment Specialist at FNB South Africa To identify investment opportunities and grow the
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Investment Specialist
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Johannesburg, South Africa FirstRand Namibia Limited Full timeInvestment Specialist page is loaded## Investment Specialistlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 21, 2025 (7 days left to apply)job requisition id: R35398# **Job Description**To identify Investment opportunities and grow the
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Business Development Executive
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Johannesburg, South Africa Stonehage Fleming Group Full timeStonehage Fleming is adviser to many of the world's leading families and wealth creators. We manage and protect their wealth now and for future generations, whether acting independently or working in conjunction with other trusted advisers. We provide a range of services from long-term strategic planning and investments to day-to-day advice and...
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Investment Specialist
1 week ago
Johannesburg, South Africa Mass Staffing Projects Full time**Job Information** - Location- Johannesburg- Job Type- Permanent- Education- CFA- Experience- 3 or more years- Reference- IS22072021SW- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847Our client, a banking firm, is looking for a new Investment Specialist to join their team. This position is targeted towards those interested in funds, products, and...
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Investment Specialist
3 weeks ago
Johannesburg, South Africa FNB South Africa Full timeInvestment Specialist at FNB South Africa To identify investment opportunities and grow the bank's deposit book by analysing existing client requirements or by acquiring new clients, offering customers investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Future Investment Specialist in KwaZulu Natal,...
