Investment Specialist

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...

**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...

Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting. **Responsibilities**: - Manage the identification and evaluation of relevant technical assistance (“TA”)...

Description Old Mutual Wealth Private Clients has an exciting opportunity for an aspiring investment administrator. This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of investment administrative queries/issues. The incumbent is individually accountable for...

**Job Advert Summary**: **Minimum Requirements**: Ideal 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 Ideal qualifications: - Bachelor’s...

**Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

**JOB TITLE** Social Investment Specialist **REPORTING LINE** Head of Social Impact **PRINCIPAL OBJECTIVE OF POSITION** To drive social investment strategy, manage strategic programmes and mentor social investment analysts to achieve the highest standard of social investment possible. **KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS** **Key...

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 results through own efforts, over periods of 3 months to a year. Manages a portfolio of existing large Corporate clients Responsible for retention of assets for existing...

The individual is required to leverage the company network to do new business development and identify opportunities to refer business to other service lines across the Group. The role reports to the Head of Investment Client Management in SA. This role requires strong working relationships with the Investment Management team in Cape Town, Stellenbosch,...

The candidate will be responsible for managing the global - and local multi-asset investment portfolios of high net worth clients. This requires an in-depth technical knowledge of onshore, and offshore financial markets and products and multi-asset classes.The individual is required to leverage the company network to do new business development  and...

The candidate will be responsible for managing the global - and local multi-asset investment portfolios of high net worth clients. This requires an in-depth technical knowledge of onshore, and offshore financial markets and products and multi-asset classes. The individual is required to leverage the company network to do new business development  and...

The candidate will be responsible for managing the global - and local multi-asset investment portfolios of high net worth clients. This requires an in-depth technical knowledge of onshore, and offshore financial markets and products and multi-asset classes.The individual is required to leverage the company network to do new business development  and...

**Job Advert Summary**: To conduct the unitisation and cash flow management of client/member funds and complete associated reporting so that a reliable defined contribution product is available to members. Monitor cashflow of Client/Member Funds - Check the correct allocation of the clients’ cash flows between the Pensioner administration system and...

About us, purpose, experience and qualifications **about us**: **purpose**: - The purpose of the Social Investing Impact Lead role is to lead the Impact Investing Function within the SIO, including research into impact investment opportunities and collaboration with partners, stakeholders, trustees and trust executives in the development and implementation...

**Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

**Job Advert Summary**: To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member...

Required Qualifications and Experience: - A commercial and CIPS (Charted Institute of Purchase & Supply qualification) would be an added advantage. - Five (5) years experience Supply Chain Management of which three (3) years should be Specialist level. - Contract Management and Administration experience - Experience in supplier management - Experience in...

Leader in the asset management environment requires a brand champion to develop, support and maintain current base of bulk channel clients as well as continuously identify new distribution opportunities. Utilise your CFA/CFP qualification plus 5 years’ experience in retail distribution within an asset management or LISP company. This role will suit an...

**Lead Specialist: Product Manager** **Johannesburg** - Provide advice and support in practice formulation and associated best practice improvement tactics, enabling the provision of specialist actuarial investment product management expertise. - Responsible for driving execution and implementation of **Investment Products** and initiatives. - Determine...

A leading land based operator is expanding portfolios and they have exciting opportunities in their brand new iGaming venture. They have an amazing new **job** opportunity for a **Retention Specialist** to join their team in **Johannesburg**. You will be responsible for the creation and planning of all retention-based marketing for the High-Value segments,...