Client Investment Specialist

**Investment Specialist** **Sandton** Responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in the middle management category. - Manages a portfolio of existing large Corporate clients - Responsible for retention of assets for existing clients - Manages all contracted client...

About us, purpose, experience and qualifications **about us**: **purpose**: - The purpose of the Investment Specialist Retail is to form part of the intermediated sales function for Ashburton Investments focusing on the client group, independent financial advisors. The Investment Specialist will ensure Ashburton’s value proposition is appropriately...

**Business Unit**:Discovery Employee Benefits**Function**:Investments / Portfolio Management / Wealth Manage**Date**:11 Nov 2024 - Achieve more than** **YOU BELIEVE** **Discovery Corporate & Employee Benefits** **Investment Specialist** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We...

Our Financial Services client is offering one-year internships for graduates that are looking to gain experience within the investments/quantitative space. Please note that this is an EE preferred position. **Location**: Sandton, Johannesburg **Requirements**: - Matric completed - Degree completed specialising in investments or quantitative - Live in...

Assist senior team member with report backs to delegated clients and/or advice clients. - Assist senior team in keeping clients updated with developments in investments. - Maintain, service and assist on a senior team members portfolio of clients in order to add value to the clients, and to achieve client satisfaction. - Support the deliverables associated...

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...

Job OverviewWe are seeking an experienced Investment Compliance Officer to join our Asset Management client in Sandton.This role involves ensuring that our investment activities comply with relevant laws and regulations, requiring a strong understanding of the various legislations and a minimum of 4 years' experience in Investment Compliance.Key...

-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose The purpose of this role is...

**Synopsis** To ensure the appropriate and timeous implementation of pre-investment business support interventions for qualifying transactions to enhance their investment readiness; and manage the relevant stakeholder relationships within an enterprise development ecosystem Financial/Shareholder Returns Development of annual business plans and formulation...

**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

**Introduction** - Momentum Securities provides a full range of stockbroking services supported by market-leading investment management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise bespoke solutions for your individual needs, with all our expertise at your...

**Introduction** - Momentum Securities provides a full range of stockbroking services supported by market-leading investment management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise bespoke solutions for your individual needs, with all our expertise at your...

To assist with and / or manage industry, sectoral and initiative/deal-specific information gathering, and analysis services related to key IDC transactions and initiatives as required by the Divisional Executive. Where appropriate, to lead the financial modelling, financial and deal structuring, and client and role-player management for existing and...

Company Overview">Empire Recruitment, a leading investment firm, is seeking an experienced Senior Investment Officer to join our dynamic team.The successful candidate will manage investment pipelines and originate investments in Inclusive Financial Institutions, digital finance, and alternative credit businesses across Africa.">About the Role">We are looking...

**Investment Consultant** **Sandton** This role focuses on managing a portfolio of existing clients by providing investment consulting services whilst providing strong technical skills to other members of the team. - Develop, monitor and review investment strategies for clients in the portfolio. - Manage and deliver investment consulting and advice...

**Responsibilities**: - Interaction with clients (management of relationships and providing client services) - Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers - Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash...

Who are we? Sanlam Investments We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth. Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger...

To effectively manage the implementation and post investment of the GTIP portfolio, as well as the audit assessment and allocation process. To ensure an accurate database of the portfolio is maintained, including the maintenance of SAP. **Qualification and Experience** QUALIFICATIONS**: - Minimum qualification: Bachelor’s Degree or equivalent...

**Investment Portfolio Analyst** If you are an investment graduate, achieving in all senses of the word, with excellent communication skills, and have a strong general investment background and interest, you may have just found your next “home”. The client is a global investment manager, constructing high conviction portfolios and helps preserve and...