Investment Portfolio Specialist
1 day ago
The ideal candidate will possess 5-8 years of experience in financial services, particularly asset wealth management, and have strong knowledge of investment advice philosophy, the South African and international wealth management industries, financial markets, and investment strategies.
Required Skills and Qualifications:
- Degree in Business Management, Investments, Business Sciences, Finance, Economics, or related fields (Master's preferred).
- Postgraduate diploma in financial planning.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
- Industry qualifications (RE5 & RE1).
Experience:
- Strong understanding of global financial markets, governance frameworks, and wealth management strategies.
- In-depth knowledge of financial markets, investment strategies, FAIS regulations, exchange control, and financial instruments.
Benefits:
- Competitive compensation package.
- Opportunities for career advancement and professional growth.
- A dynamic and supportive work environment.
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