Investments Specialist

2 weeks ago


Johannesburg North, South Africa Communicate Recruitment Full time

Unlock Your Potential as an Investments Specialist

Are you a financial wizard with a passion for empowering clients and maximizing their investments? We have an incredible opportunity for you Join a leading financial services firm as an Investments Specialist and take your career to new heights.

As an Investments Specialist, you will be at the forefront of helping our clients achieve their financial goals. Your expertise in investments and wealth management will be the driving force behind delivering tailored strategies and solutions to a diverse portfolio of clients. By leveraging your analytical skills and market insights, you will guide clients through complex investment decisions, ensuring their financial well-being and long-term success.

**Benefits of this Role**:

- Join a renowned financial services firm with a rich heritage and a sterling reputation for excellence in the industry.
- Be part of a team that puts clients first, tailoring investment strategies to their unique needs and aspirations.
- Thrive in a fast-paced and collaborative work environment where innovative thinking and creative problem-solving are valued.
- Access the latest tools and technology to enhance your efficiency and provide clients with top-notch service and insights.
- Expand your knowledge and skills through continuous professional development opportunities, training programs, and mentorship from industry experts.
- Competitive Compensation: Enjoy a competitive salary and a comprehensive benefits package that recognizes your expertise and rewards your contributions.

**Qualifications**:

- Bachelor’s degree in actuarial, investments, finance, economics
- 7 - 10 years relevant experience
- Studying towards or already has CFP, CFA, Actuary, MBA - preferred

**Experience**:

- Solid experience in investment advisory, wealth management, or a related field, with a proven track record of success in delivering exceptional client outcomes.
- Strong knowledge of financial markets, investment products, and asset allocation strategies.
- Excellent communication and interpersonal skills to build strong relationships with clients and provide them with clear, concise, and trustworthy advice.
- Analytical mindset and attention to detail, allowing you to assess investment opportunities, identify risks, and optimize client portfolios.

For more information contact:
Adon Abrahams

Specialist Consultant: Actuarial & Analytics

For more information please contact:
Adon Abrahams



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