Investment Specialist

6 months ago


Johannesburg, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Minimum Requirements**:
**Formal Qualification**:

- Bachelor’s degree in commerce or related field essential.
- CFP and/or investments related honours degree an advantage.
- RE5.

**Experience**:

- At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
- Discretionary Fund Manager’s and/or multi management experience would be advantageous.

**Interpersonal and Intrapersonal Skills**:

- Technical knowledge about investments, investment industry & trends.
- Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
- Demonstrable training delivery skills are essential.
- Self-discipline to work unsupervised and to maintain CRM system.
- Resilience and Tenacity.
- Strong presentation skills.
- Relationship management - networking.
- Communication - verbal & written.
- Performance driven.
- Innovative thinking and problem-solving.

**Duties and Responsibilities**:
**Key Responsibilities**:

- Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
- Identify and develop strategic partnerships to leverage new opportunities.
- Position PPS Investments as the niche LISP for intermediaries in your region.
- Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
- Provide PPS head office with detailed reporting on leads and opportunities.
- Excellent client services, including proactive response to intermediary needs.
- Supply intermediaries with accurate investment, product, fund, service and investor information.
- Training and developing the intermediary and support staff.
- Supporting investment projects and campaigns, with the ability to deliver investment presentations.
- Participating in investment product implementation.
- Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
- Regular formal report backs to PPS Investments management.


  • Investment Specialist

    6 months 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...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Investment Fund SpecialistRole: Investment Fund Specialist: Hedge FundsCategory: Investment ManagementOur client, a prominent player in the Asset Management sector, is seeking a skilled Investment Fund Specialist to join their team.Duties & Responsibilities:Monitor existing hedge funds and track information for these strategies.Perform comprehensive due...


  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    Are you a results-driven sales professional looking to grow your career in the financial services industry? We have an exciting opportunity for a Telephonic Sales Specialist at Telesure Investment Holdings. In this role, you will be responsible for developing new relationships with customers and driving sales growth through inbound and outbound campaigns.


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job OverviewWe are seeking a highly skilled Investment Portfolio Specialist to join our team at Network Recruitment. As a key member of our debt fund operations, you will be responsible for evaluating opportunities, mitigating risks, and enhancing the performance of investment portfolios.About the RoleThe ideal candidate will have a strong background in...


  • Johannesburg, Gauteng, South Africa LMP RECRUIT Full time

    Financial Services Investment Specialist OpportunityThe LMP RECRUIT team is seeking a highly skilled Financial Services Investment Specialist to join our organization. This exciting opportunity is for a 1-2 month contract with a possibility of going permanent.Key Responsibilities:Provide technical accounting and business support to our financial services...


  • Johannesburg, Gauteng, South Africa beBee Professionals Full time

    Job SummaryWe are seeking an experienced ESG Investment Banking Specialist to join our team at beBee Professionals in Johannesburg. The successful candidate will provide financial advice to clients on ESG investments, develop and execute ESG investment strategies, and manage ESG portfolios. Key responsibilities include providing market insights, conducting...


  • Johannesburg, Gauteng, South Africa Point. Your Marketing Investment Partner Full time

    Job SummaryWe are seeking an Enterprise System Integration Specialist to join our team at Point. Your Marketing Investment Partner.


  • Johannesburg, Gauteng, South Africa Capital Recruit Full time

    Investment Specialist - Capital Raiser/Financial Consultant. We are seeking young, qualified, and driven individuals to join our team as an Investment Specialist - Capital Raiser/Financial Consultant. The ideal candidate must have a high degree of financial acumen and be able to instil trust and confidence in investors.Key Responsibilities:Absorb information...


  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    Job Title: Senior Risk Management SpecialistAbout the Role:We are seeking a highly skilled Senior Risk Management Specialist to join our team at Telesure Investment Holdings. This is an exciting opportunity for a seasoned underwriter to take on a leadership role in managing technical underwriting frameworks, fostering superior risk selection, and ensuring...


  • Johannesburg, Gauteng, South Africa Citi Full time

    Job Title:Investment Settlement Operations Specialist

  • Investment Analyst

    2 months ago


    Johannesburg, South Africa Jobted ZA C2 Full time

    Are you passionate about financial markets, investment strategies, and data-driven analysis? Join one South Africa's up and coming investment companies! They are dynamic and forward-thinking investment firm, who are looking for an Investment Analyst to support their mission of delivering strategic financial solutions and optimizing portfolio performance for...


  • Johannesburg, Gauteng, South Africa Point. Your Marketing Investment Partner Full time

    About Point. Your Marketing Investment PartnerAt Point., we're passionate about delivering exceptional marketing results for our clients. We're seeking an Enterprise System Specialist to join our team, responsible for the maintenance, support, and continuous improvement of our Enterprise Resource Planning (ERP) system.


  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    Job Title: Insurance Recovery SpecialistWe are seeking an experienced Insurance Recovery Specialist to join our team at Telesure Investment Holdings. This role is responsible for recovering damages from uninsured third parties following losses suffered by customers and negotiating the reduction of claims costs.About the RoleThis position involves working...


  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    Job Title: Technical Underwriting Specialist Location: Gauteng, Johannesburg Salary: R500,000 - R750,000 per annumAbout the Role:This is an exciting opportunity to join our team as a Technical Underwriting Specialist in Johannesburg. As a key member of our underwriting department, you will be responsible for designing and implementing technical underwriting...

  • Investment Analyst

    2 months ago


    Johannesburg, South Africa Network Recruitment Full time

    Are you passionate about financial markets, investment strategies, and data-driven analysis? Join one South Africa's up and coming investment companies! They are dynamic and forward-thinking investment firm, who are looking for an Investment Analyst to support their mission of delivering strategic financial solutions and optimizing portfolio performance for...


  • Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Investment Operations Specialist Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. We pride ourselves on offering solutions to address clients’ holistic needs through operational excellence. In this role you will be required to...


  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    Job Title:Insurance Retention Specialist: Business Growth ExpertAbout the Role:We are seeking a highly skilled Insurance Retention Specialist to join our team at Telesure Investment Holdings. As a key member of our business, you will play a critical role in driving business growth and retention through exceptional customer service and strategic account...


  • Johannesburg, Gauteng, South Africa Telesure Investment Holdings Full time

    Job Title: Mechanical SpecialistWe are seeking a skilled and experienced Mechanical Specialist to join our team at Telesure Investment Holdings.About the Role:This is a fantastic opportunity for a talented individual with expertise in vehicle repair to work on resolving escalated technical motor queries, ensuring that all services are delivered in accordance...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Overview:The Network Recruitment team is seeking a highly skilled Investment Actuarial Specialist to join their ranks. This role involves conducting in-depth analysis of investment portfolios, including performance benchmarking and risk assessment.About the Role:We are looking for an individual with exceptional problem-solving and analytical skills, as...


  • Johannesburg, Gauteng, South Africa TalentCru Full time

    About the RoleWe are seeking a highly skilled Strategic Investment Expert to join our team at TalentCru. As a key member of our investment consulting team, you will leverage your expertise to provide top-tier investment consulting services to our institutional clients.Job SummaryThis is a senior-level position that requires 7-10 years of experience in roles...