Investment Execution Specialist

As an Investment Planning Executive with Oasis, you will play a key role in managing and growing a portfolio of clients, providing financial planning advice, and generating leads.The ideal candidate will have a Bachelor's degree in Finance or a related field, be FAIS qualified, and have excellent knowledge of financial planning principles and investment...

An established financial services company is looking for a Senior Client Investment Specialist. **Job & Company Description**: This company, which is listed on the JSE, serves institutional clients as well as both individual members and the private and public sectors of the market. You will be responsible for investment client presentations, including...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To identify Investment opportunities and grow the Bank’s deposit book by either analysing existing FNB clients’ requirement or by acquiring...

Job title : Fund and Investment SpecialistJob Location : KwaZulu-Natal, DurbanDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Job Description Role overviewThis role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I).  The Fund &...

**Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

**Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

**Duties**: - Financial analysis and modelling; - Preparation of investment memoranda for internal and external use; - Conducting financial and other business-related research; - Conducting due diligences on prospective investments; - Assistance in the execution of transactions and - Post investment management and **Minimum Requirements**: - Bachelors...

South Africa, KwaZulu-Natal - Durban - (Negotiable) Reporting to the Board and Sub-Committees, this is an opportunity for a suitably qualified prudent senior executive and inspiring leader to be the first in command. The incumbent will be responsible for controlling all strategic and business aspects of an Investment Fund. In addition, the incumbent will...

CROSSMARK Australia is seeking a Merchandise Execution Specialist to join our team. As a Merchandise Execution Specialist, you will be responsible for executing merchandising strategies in-store, including creating and maintaining quality point of sale displays and negotiating additional promotional space for a variety of products.You will work closely with...

Key Responsibilities:Lead capital-raising efforts, engage with investors, and oversee financial due diligence and deal closures.Develop and execute financial strategies, ensuring long-term sustainability and alignment with business objectives.Identify, assess, and analyse potential investment opportunities to support business expansion and growth.Drive...

**F and G Sourcing Specialist** is assisting a **highly innovative Logistics client** that is seeking a **skilled Operations Specialist** to join their company that is based in **Durban.** Full-time position. Rotational function includes working night and weekend shifts. **Requirements to fulfil responsibilities**: - Matric - Post matric qualification...

In today's fast-paced business landscape, staying ahead of the curve requires more than just knowledge – it demands adaptability and creativity. As a Financial Advisor at Gayede BlueStar, you will have the chance to drive innovation and help shape the future of financial services.This role offers the perfect blend of technical expertise and interpersonal...

At Absa Group, we are seeking a highly skilled Executive Portfolio Manager to join our team of professionals in the Wealth Advisory department.About the RoleThe successful candidate will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses. This includes servicing their banking,...

**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...

**ABOUT THE COMPANY** Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial long - and short-term insurance providers. Our portfolio includes South Africa’s most loved and recognisable brands such as 1st for Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee Benefits...

**Business Description**: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment executive sales financial...

**_ Equity Statement :Preference will be given to suitably qualified Applicants who are members of the_** **_designated groups in line with the Employment Equity Plan and Targets of the Organisation/Operating_** **_Division._** **_ Alternative Application Methods: (Completed Curriculum Vitae to be submitted)_** Post: E-mail: Fax: before the closing date of...

**_ Equity Statement :Preference will be given to suitably qualified Applicants who are members of the_** **_designated groups in line with the Employment Equity Plan and Targets of the Organisation/Operating_** **_Division._** **_ Alternative Application Methods: (Completed Curriculum Vitae to be submitted)_** Post: E-mail: Fax: before the closing date of...

2years - Understand, execute and manage intermediary services as defined by the FAIS act. - Prepare reports and correspondence, typing, data capturing and CRM; - Liaison with service providers, instructions to and management of their execution; - Keeping and execution of minutes, in meetings, conference calls or in client consultation; - Review and maintain...

Qualified sales executives required. Able to network market themselves. Enthusiastic, motivated, Power driven networking. Market leading brand specialist. **Salary**: From R8,500.00 per month COVID-19 considerations: no Ability to commute/relocate: - Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work...