Investment Specialist
1 week ago
responsibilities
**The responsibilities can be separated into two core parts**: client interaction and client service initiatives.
Client interaction
The role would also focus on assisting with client requests or queries. These will include but are not limited to:
Investment Portfolio reviews
Portfolio performance queries
General investment market views
General industry research
Client service initiatives
Writing regular and ad-hoc client communications.
Assist the Head of Client Service with development and maintenance of all marketing material.
Take a lead role in the development and maintenance of a product specific knowledgebase.
Assist in the planning and organisation of client events throughout the year.
**Qualifications**:
Experience
- At least 7 years investment industry-related experience
- Experience liaising and presenting to clients
- Understanding of retail asset management, as well as the financial advice industry is crucial
- Client oriented experience
Skills & Competencies
- Ability to work collaboratively
- Strategic thinking and planning
- Tolerance for ambiguity
- Analytical thinking
- Innovative thinking
- Client focus
- Excellent written, verbal and presentation skills
- Demonstrating ethics and integrity
- Displaying drive and purpose
- Stress tolerance
- Resilience and adaptability
- Working across teams
- Good planning and organizing skill
Personality
- Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion
- Attention to detail, goal orientated and a willingness to learn and be hands on
- Highly organized, good at multi-tasking and able to deal with people at all levels
Systems
- Strong Microsoft Excel
- Microsoft Word
- PowerPoint
-
Investment Specialist
4 weeks ago
Cape Town, South Africa Absa Bank Limited Full timeEmpowering 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...
-
Investment Support Specialist
2 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob Title: Investment Support SpecialistThe Recruitment Council is seeking a highly skilled Investment Support Specialist to join our team. In this role, you will provide critical support to the business development and investment teams by developing high-quality proposal materials.Key Responsibilities:Support the development of proposal materials, including...
-
Investment Career Specialist
3 weeks ago
Cape Town, Western Cape, South Africa The Hiring House Full timeAbout The Role:We are seeking a skilled Investment Career Specialist to join our team at The Hiring House. This is a fantastic opportunity to work with a dynamic and innovative company that specializes in investment services.Job Description:As an Investment Career Specialist, you will be responsible for providing expert advice on investments and financial...
-
Investment Administration Specialist
2 days ago
Cape Town, South Africa Candidate Connect Full timeGreat opportunity to join an **Investment Manager **in **Cape Town **as an **Investment Administration Specialist**. **Some key areas of responsibility include**: - Unitisation and cash flow management of client funds including: - Determination of unit prices - Daily collection of asset manager data - Management of the investment strategy, and processing...
-
Property Investment Specialist
2 weeks ago
Cape Town, Western Cape, South Africa OFAB Services (Pty) Ltd Full timeJob Description:As a Property Investment Specialist at OFAB Services (Pty) Ltd, you will play a crucial role in driving the company's property investment strategy. Your primary responsibility will be to identify and develop relationships with intermediaries and other key players in the property and finance industry, generating deal flow for the company.To...
-
Investment Support Specialist
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking an Investment Support Specialist to join their team in Cape Town.This is a fantastic opportunity for someone who enjoys working with numbers and has a passion for investing.The successful candidate will be responsible for supporting the investment team with daily tasks, including managing client accounts, preparing...
-
Investment Specialist
1 month ago
Cape Town Gauteng, South Africa Old Mutual Full timeJob title : Investment Specialist Job Location : Gauteng, Cape Town Deadline : December 21, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description This role is responsible for managing a portfolio of existing clients with a view to retaining and growing the business and is individually accountable for achieving...
-
Investment Law Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Set Consulting Full timeSet Consulting, a Global Investment Firm managing over a billion across alternative and long-only portfolios, is seeking an experienced Investment Law Specialist. The role involves working closely with the finance and various other teams within the business to enrich stakeholders' experiences and contribute to the organisation's growth and success.About the...
-
Senior Property Investment Specialist
2 months ago
Cape Town, Western Cape, South Africa OFAB Services (Pty) Ltd Full timeOFAB Services (Pty) LtdOur organization is seeking a highly skilled Senior Property Investment Specialist to join our team in Cape Town-Bellville. This role offers an exciting opportunity for a seasoned professional to utilize their expertise in property investment and finance structuring.Salary: R950,000 - R1,100,000 per annum, based on experience.Job...
-
Investment Portfolio Performance Specialist
2 weeks ago
Cape Town, Western Cape, South Africa CF Consulting Full timeAbout the RoleWe are seeking a skilled Investment Portfolio Performance Specialist to join our team at CF Consulting.
-
Investment Research Specialist
7 days ago
Cape Town, South Africa RisCura Full time**Location**: - Cape Town, South Africa **Application Criteria**: - B. Com or equivalent majoring in finance, investments, economics or accounting - FAIS compliant representative - Honours, M. Com, CFA advantageous **Experience**: - Minimum of 6 years prior experience in investment/asset management industry - Sound and broad technical investment...
-
Wealth Investment Specialist
3 weeks ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...
-
Investment Manager Research Specialist
1 week ago
Cape Town, South Africa STACK Recruitment Services Full timeROLE DESCRIPTION: This position is for an Investment Manager Research Specialist with a respected Asset Consultant Company. PURPOSE OF JOB: The Investment Manager Research Specialist provides a research and analysis function to internal business units, external clients, and network companies. The main purpose of this job is to conduct advanced research into...
-
Senior Investment Finance Specialist
19 hours ago
Cape Town, Western Cape, South Africa MSP Staffing LTD Full timeCompany OverviewMSP Staffing LTD is a dynamic and fast-growing company that specializes in connecting top talent with exciting career opportunities.Job Title: Senior Investment Finance SpecialistSalary: R750,000 - R1,200,000 per annumJob DescriptionThe Senior Investment Finance Specialist will be responsible for providing financial analysis and support to...
-
Senior Investment Specialist
2 weeks ago
Cape Town, Western Cape, South Africa The Recruiters Full timeJob SummaryWe are looking for a skilled Senior Investment Specialist to work closely with our Portfolio Managers and Investment Committee in evaluating investment opportunities, conducting due diligence, and monitoring portfolio performance.Key Responsibilities:Conduct detailed financial analysis of target companies, including cash flow projections and...
-
Specialist - Investment Compliance Support
5 days ago
Cape Town, South Africa Maitland Group Full time**Job Advert Summary**: The Specialist: Investment Compliance Support Services is first and foremost the regulatory specialist in the Investment Compliance Support Services (“ICSS”) team. The role largely entails the interpretation of both mandates and legislation/regulation in order to effectively translate the regulation into a workable compliance rule...
-
Reporting Specialist: Investment Assets
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeAbout the RoleThis Reporting Specialist position involves ensuring the accuracy and completeness of financial investment asset reporting data received from source providers. The successful candidate will also be responsible for organizing and analyzing large volumes of data, staying technically proficient in IFRS and FSCA reporting requirements, and...
-
Investment Specialist
24 hours ago
Cape Town, South Africa Aquarius Recruitment Full time**Role and responsibilities**: Overview **Responsibilities**: Collate, update and manage a database (CRM) for all clients. This includes building up a history and tracking interactions with all clients (both formal and informal) Develop a servicing strategy for assigned clients, with the help of the Head of Client Service Drive specific client projects on...
-
Investment Associate
7 months ago
Cape Town, South Africa CA Global Headhunters International Full time**Job Description**: **Reference Number: JA-SF 1** Arise is a leading, African Investment company backed by reputable cornerstone investors, namely Norfund, Norfinance, FMO and Rabobank. Arise partners with sustainable locally owned financial service providers in Sub-Saharan Africa to assist them in becoming industry leaders in their respective markets....
-
Investment Support Specialist
2 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob SummaryWe are looking for an experienced Investment Support Specialist to join our Financial Planning team. The successful candidate will provide administrative support to our Trust Officer and their assistant, ensuring that client needs are met and exceeded.Key Responsibilities:Manage and maintain accurate client records and databases.Support the...