Investment Specialist
2 days ago
**Investment Specialist**
**Johannesburg, Gauteng**
- Meet sales targets on products and platform - including Multi-Manager, Asset Management and Platforms
- Ensure number and quality of sales activity are attained - minimum of 3 visits per day
- Build and maintain internal stakeholder relationships - business focused
- Build and maintain external client relationships - adviser, assistant and client focused
- Manage and drive flows and revenue - retain existing assets, increase net new assets
- Support the administration and client service departments
- Manage and drive client and adviser events in the region
- Provide training and support to distribution network on all systems, processes, services, products, and key business initiatives.
- Increase and/or maintain sales activity - including events, training, office visits
- Drive new business and ensure retention of existing business
- Monitoring feasibility of new business
- Brand building and networking
- Grow net flows to products and platforms
- Managing enquiries on products, systems, and services
- Maximise identified opportunities
- Provide reports on activity to management
- Take responsibility for admin correctness, adherence to service level agreements, accurate execution of business
- Develop business/sales plan and strategy
- Follow up on leads, opportunities identified and key business initiatives
- Take responsibility for client presentations and proposals
- Technical sales activities - research, cost-, fund
- and portfolio analyses and comparisons
- Create marketing and sales collateral
- Give strategic input to management - adviser panel, trends, system-, product-, and service development and enhancement
- Show value to the business - bring new ideas and turn into action
- A Degree is essential (Finance/Investment Management/Economics, etc.)
- Post-Graduate Diploma in Financial Planning (CFP) or studying towards it.
- Min 3 years’ relevant experience in in **financial planning/wealth management distribution**
- Bilingual in English and Afrikaans
- Solid competency with the Microsoft Office suite with strong Excel skills
- Industry, policy, and regulatory environment knowledge 13.3gp
Ability to commute/relocate:
- Midrand, Gauteng: Reliably commute or planning to relocate before starting work (required)
-
Investment Specialist
7 months ago
Midrand, South Africa PSG Financial Services Full timeAt PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As an Investment Specialist you'll have the chance to directly impact clients' financial futures by offering expert guidance and personalized investment strategies. Your responsibilities will include conducting thorough financial analyses,...
-
Investment Officer
5 months ago
Midrand, South Africa DBSA Full timeThe Investment Officer is responsible for generating deal flow and building a robust pipeline of prospective projects for development financing as well as structuring deals. Advance investment opportunities/projects (provided by the Coverage Team) from initial review through to achieving bankability. **Key Responsibilities**: - **Transaction...
-
Investment Officer
2 weeks ago
Midrand, South Africa DBSA Full timeThe Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. .. **Key Responsibilities**: **Conduct Transaction Assessment and meets DBSA’s...
-
Investment Officer
7 months ago
Midrand, South Africa DBSA Full timeThe Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. **Key Responsibilities**: Conduct Transaction Assessment and meets DBSA’s...
-
Principal Investment Officer
4 months ago
Midrand, South Africa DBSA Full timeThe Principal Investment Officer is responsible for formulating and executing the strategic objectives of the business in collaboration with the Transacting Head whilst generating deal flow and building a robust pipeline of prospective projects for development financing bankability. **Key Responsibilities**: **1. Transaction Assessments** - Evaluate the...
-
Investment Officer X2
1 day ago
Midrand, South Africa DBSA Full timeThe Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. **Key Responsibilities**: **Conduct Transaction Assessment and meets DBSA’s...
-
Analyst Investments
2 months ago
Midrand, South Africa DBSA Full timeThe purpose of this role is to provide an entry-level role for graduates who have completed the DBSA graduate programme, as a stepping-stone into other career opportunities. The incumbent will be provided with further practical on-the-job training and be expected to perform functions aligned to the requirements of the division. The Analyst is responsible for...
-
Investment Officer
2 weeks ago
Midrand, South Africa DBSA Full timeThe Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. **Key Responsibilities**: Conduct Transaction Assessment and meets DBSA’s...
-
Investments Strategic Partnerships Specialist
7 months ago
Midrand, South Africa DBSA Full timeThe Investments Strategic Partnerships Specialist (SA) undertakes the responsibilities of relationship management by coordinating key stakeholder activities, identifies key market opportunities and provides business improvement support to the Coverage Division **Key Responsibilities**: 1. Develops, identifies and manages the stakeholder management plan to...
-
Senior Investment Officer
7 months ago
Midrand, South Africa DBSA Full timeThe purpose of this role is to generate deal flow and build a robust pipeline of prospective projects for development financing as well as structure deals. The incumbent of this role will also be responsible to coach & mentor Investment officers. **Key Responsibilities**: Undertake business development in Africa and position DBSA as preferred...
-
Analyst Investments
2 months ago
Midrand, South Africa DBSA Full timeJob Description The purpose of this role is to provide an entry-level role for graduates who have completed the DBSA graduate programme, as a stepping-stone into other career opportunities. The incumbent will be provided with further practical on-the-job training and be expected to perform functions aligned to the requirements of the division. The Analyst...
-
Senior Legal Advisor: Investments
3 months ago
Midrand, South Africa DBSA Full timeTo proactively provide legal advice and support to clients on the financing activities of DBSA, ensuring that all actions, initiatives, and investments are legally sound and protect the investment portfolio. Mitigate legal risks and prevent adverse reputational or other negative consequences for DBSA. Provide guidance and leadership to junior legal advisors,...
-
Senior Investment Officer
2 days ago
Midrand, South Africa DBSA Full timeThe purpose of this role is to generate deal flow and build a robust pipeline of prospective projects for development financing as well as structure deals. The incumbent of this role will also be responsible to coach & mentor Investment officers. **Key Responsibilities**: Undertake business development in Africa and position DBSA as preferred...
-
Senior Investment Officer: Soe, Sovereigns
4 weeks ago
Midrand, South Africa DBSA Full timeThe Senior Investment Officer is responsible for generating deal flow and building a robust pipeline of prospective projects for development financing as well as structuring deals. The role has the responsibility to coach and mentor Investment Officers. **Key Responsibilities**: Business Development - Undertake business development in Africa and position...
-
Senior Investment Officer Soe
5 months ago
Midrand, South Africa DBSA Full timeThe Senior Investment Officer is responsible for generating deal flow and building a robust pipeline of prospective projects for development financing as well as structuring deals. The role has the responsibility to coach and mentor Investment Officers. **Key Responsibilities**: Business Development - Undertake business development in Africa and position...
-
Virtual Financial Advisor
9 months ago
Midrand, South Africa Telesure Investment Holdings Full time**JOB PURPOSE** The Virtual Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilise extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **RESPONSIBILITIES** **Sales Opportunities Creation** Develop a personal network...
-
Portfolio Management Specialist
2 weeks ago
Midrand, South Africa DBSA Full timeThe position is a FIxed Term Contract for 3 (Three) Years. Reporting to the Head Climate & Environmental Finance, the role of the Portfolio Management Specialist will be the management of the health and risk of the Climate and Environmental Finance Unit investment portfolios with focus on the Green Fund. **Key Responsibilities**: **Technical outputs**. 1....
-
Lead Infrastructure Finance Specialist
7 days ago
Midrand, South Africa Fempower Personnel Full timeOur client has an opportunity available for a Lead Infrastructure Finance Specialist based in Midrand. **Requirements**: - Degree in Development Finance, Business, Finance, Engineering or Economics. - A CA(SA) or CFA qualification would be an added advantage. - 8 to 10 years demonstrable experience in project finance, the financial and infrastructure...
-
Technical Information Specialist
7 months ago
Midrand, South Africa DBSA Full timeThe purpose of the role is to provide economic and other related information to support planning, sustainable investment, implementation, and reporting for DBSA-funded projects. Provide socio-economic information which includes inputs to the project appraisals, country risk profiles and economic impacts of infrastructure investments relating to approvals,...
-
Transacting Specialist X2
7 months ago
Midrand, South Africa DBSA Full timeThe Transacting Specialist is responsible for relationship management and compliance to contract requirements and prevention of risk of on non-performance. Ideation and identification of new equity investment opportunities in key strategic sectors / investment themes; Evaluate the feasibility of investment opportunities / project transactions with a view to...