Investment Specialist

**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 TITLE** **Financial Advisor (Investment Specialist) - Gauteng or Western Cape** **REPORTING TO** Chief Investments Officer R30 000 R50 000 **PURPOSE OF POSITION** The purpose of the Financial Advisor (Investments Specialist) role is to: - Provide financial advice (investment, tax and insurance) to clients. Build, maintain and grow client...

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...

**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...

**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...

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...

Leading Financial Services Corporation based in Johannesburg seeks and extraordinary Cloud Expert to fill the role of Head of Cloud within their thriving domain. This role involves leading a skilful team of professionals in the creation of next generation solutions - launching the company into the future of banking. Are you passionate about anything Cloud,...

Bring your possibility to life! Define your career with us - 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...

**IT** **JHB North, Johannesburg - Gauteng** ***: **CapEx Specialist - Honeydew - 36 Months Fixed Contract - Salary: Market Related** **Required Qualifications and Experience** - Bcom Accounting - Post grad qualification in Project Funding or similar - 5 years experience as a CapEx Specialist in Project Office environment - 3 Years of experience in the...

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,...

Corporate and Investment Banking Exchange Control Specialist A highly regulated role where you will work with a diverse and dynamic skilled team in facilitating cash movement and the reporting of cross border flows to various Regulators Job Summary As an Exchange Control Specialist in Treasury Services Operations team in Johannesburg, you will be...

**Main Purpose of the Investment Specialist Role**: - The individual will be responsible for servicing clients mainly in Pretoria, North West and Johannesburg and will be required to travel nationally on a regular basis.- The bulk dealer clients include: - Financial advisers that support Third-Party platforms - both Tied Agents, Bank Agents and Independent...

**Primary Purpose** To Provide expert advice to internal and external stakeholders with respect to pricing, maintenance plans and new business acquisitions. This should lead to improved customer satisfaction and profitability for the bank and continuously monitoring and adapting to pricing trends in ensure the bank pricing model remains...

Primary Purpose To Provide expert advice to internal and external stakeholders with respect to pricing, maintenance plans and new business acquisitions. This should lead to improved customer satisfaction and profitability for the bank and continuously monitoring and adapting to pricing trends in ensure the bank pricing model remains competitive. Overall, the...

**JOB DESCRIPTION** Corporate and Investment Banking Exchange Control Specialist A highly regulated role where you will work with a diverse and dynamic skilled team in facilitating cash movement and the reporting of cross border flows to various Regulators **Job Summary** As an Exchange Control Specialist in Treasury Services Operations team in...

An exceptional opportunity for a Senior Merger Acquisitions Specialist in the Client Support and Growth Division. We are looking for an individual with a strong Investment banking background or Private equity Investment. This is a permanent opportunity. Job Title: Senior Specialist: Exit/DisposalDivision: Client Support and GrowthDepartment/Unit:...

Primary PurposeTo Provide expert advice to internal and external stakeholders with respect to pricing, maintenance plans and new business acquisitions. This should lead to improved customer satisfaction and profitability for the bank and continuously monitoring and adapting to pricing trends in ensure the bank pricing model remains competitive.Overall, the...

An established, well-rounded Financial Services institution with decades in the game is looking for a **Lead Tax Projects Specialist** to join its team. Reporting to the Head of Tax, this individual must have experience and exposure to corporate finance transactions, group restructurings, mergers and acquisitions and structured investment products,...