Investment Solutions Specialist
3 days ago
Capital Legacy is seeking an experienced Investment Solutions Specialist to join their team. As a specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies.
Responsibilities:- Analyze clients' financial situations and create tailored investment plans
- Research and recommend suitable investment products, such as stocks, bonds, and mutual funds
- Provide ongoing support and guidance to clients to ensure they remain on track with their investment goals
- Stay up-to-date with market trends and regulatory changes to provide expert advice
- Work collaboratively with other teams to ensure effective delivery of services
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Investment Distribution Specialist
2 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeAn exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...
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Cape Town, Western Cape, South Africa C40 Cities Full timeAbout the Role:The Investment Distribution Specialist will play a pivotal role in taking our message to the market, building relationships with distribution channels and financial advisors, and implementing our business sales and growth strategy.We are seeking an experienced professional with a strong background in investment distribution, passion for...
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IT Solutions Specialist
3 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam Limited 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.As an IT Solutions Specialist, you...
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Investment Team Associate
7 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time**Job Summary**Aquarius Specialist Recruitment is seeking a highly skilled Financial Services Coordinator to join their team. In this role, you will be responsible for providing administrative support to the Investment Team, ensuring seamless model portfolio implementation and maintenance.Main Responsibilities:Model Portfolio Administration: Ensure accurate...
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Investment Portfolio Specialist
2 days ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeThis role requires an experienced Investment Portfolio Specialist to analyze and evaluate investment opportunities, ensuring alignment with client fund objectives.Key Responsibilities:Investment Research: Conduct thorough research on potential investments, including industry, economic, and company-specific analysis.Portfolio Management: Develop and maintain...
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Investment Research Specialist
6 days ago
Cape Town, Western Cape, South Africa NedBank Full timeJob OverviewNedbank Private Wealth is seeking a highly skilled Investment Research Specialist to join our team. As an integral part of our investment process, you will be responsible for conducting in-depth research and analysis of equities to support our investment decisions.The ideal candidate will possess strong analytical skills, the ability to think...
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Alternative Investments Specialist
7 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeC40 Cities, a leading global alternative investment manager, seeks a talented Alternative Investments Specialist to join their team in Cape Town. As an Alternative Investments Specialist, you will work closely with the Carry monitoring team, preparing reports and supporting committee meetings, and contribute to automation and process improvements.About the...
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Operations Support Specialist
7 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time**Company Profile**Aquarius Specialist Recruitment is a leading recruitment agency specializing in financial services placements. Our team of experts has extensive knowledge of the industry, ensuring that we match candidates with the best job opportunities.Job Description:**As an Investment Team Associate, you will play a critical role in supporting the...
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Investment Researcher
7 days ago
Cape Town, Western Cape, South Africa Neptune Full timeNeptune is a specialist investment management firm with a historical focus on hedge funds management.The company has expanded its product range to include traditional investment products, leveraging its developed strengths and experience in the financial industry.With a strong reputation, Neptune manages a significant amount of investor capital.The business...
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Client Liaison Specialist: Investments
2 weeks ago
Cape Town, Western Cape, South Africa Nedbank Full timeJob title : Client Liaison Specialist: Investments (George & Cape Town)Job Location : Western Cape, Cape TownDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeTo provide client support to Wealth Managers in order to meet business goals and exceed client expectations. Job ResponsibilitiesPerform portfolio reviews,...
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Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeOur client, Aquarius Specialist Recruitment, is a dynamic boutique recruitment agency that has consistently delivered exceptional results. They are now seeking an Affirmative action candidate to take their business development efforts to the next level in South Africa.Key Responsibilities:Prospect and identify new business opportunities with a focus on the...
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Junior Specialist: Investment Analyst
2 weeks ago
Cape Town, Western Cape, South Africa Absa Group Limited Full timeJob title : Junior Specialist: Investment AnalystJob Location : Western Cape, Cape TownDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo analyse alternative investments, primarily medium term debt securities that enables decision making & provides a sound basis for recommendation formulation. Job...
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Investment Growth and Development Specialist
2 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeAbout the Position:We are seeking a highly motivated and experienced Investment Distribution Specialist to join our dynamic team. As a key member of our business, you will be responsible for developing and executing our distribution strategy to drive net flows into our offerings.Key Skills and Qualifications:Exceptional engagement and communication...
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Strategic Equity Investment Specialist
7 days ago
Cape Town, Western Cape, South Africa Shift Pursuit Full timeOur client, a reputable asset management firm in Cape Town, is seeking a Strategic Equity Investment Specialist to join their dynamic team.About the Opportunity:This role involves conducting timely and high-quality research and financial analysis on listed shares.You will perform comprehensive sector research and identify key growth drivers.Your...
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Investment Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Absa Group Limited Full timeJob title : Investment AdministratorJob Location : Western Cape, Cape TownDeadline : March 24, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the...
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Investment Planning Specialist
3 days ago
Cape Town, Western Cape, South Africa Oasis Crescent Full timeAbout the RoleWe are searching for a highly skilled Financial Services Professional to provide expert financial guidance to our clients.The ideal candidate will possess a strong background in financial planning, necessary certifications, and a commitment to client-centric service.Develop and implement comprehensive financial plans and strategies,...
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Business Investment Specialist
2 days ago
Cape Town, Western Cape, South Africa Humankind Group Full timeAbout Our RoleWe are seeking an experienced Investment Manager to join our team at Humankind Group. In this role, you will be responsible for identifying and pursuing new business opportunities, building relationships with key stakeholders, and analyzing financial data to inform investment decisions.Key Responsibilities:Conduct market research to identify...
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Senior Investment Distribution Professional
2 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeJob Summary:This is an exciting opportunity for an experienced Investment Distribution Specialist to join our team in Cape Town. We are looking for someone who can drive sales growth, enhance our market profile, and effectively implement our sales strategies.Key Qualifications and Experience:Bachelor's degree in Finance or InvestmentsCFP / CFA (any or all...
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Investment Sales and Strategy Lead
2 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeJob Description:The Investment Distribution Specialist will work closely with our Head of Distribution to develop and execute the distribution strategy, drive sales growth, and enhance our market profile.Key Responsibilities:Develop content that supports financial advisers and facilitates their transition into our portfoliosDrive and deliver on purpose and...
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Insurance and Investment Professional
6 hours ago
Cape Town, Western Cape, South Africa Liberty Group South Africa Full timeWe are looking for a highly motivated Insurance and Investment Professional to join our team at Liberty Group South Africa. As a key member of our team, you will play a critical role in helping clients achieve their financial goals.About the JobThe successful candidate will be responsible for providing comprehensive insurance and investment solutions to...