Investment Solutions Specialist
5 days ago
We are seeking a skilled Investment Solutions Specialist to join our team at BFS.
The Role
Job Summary
- You will be responsible for providing expert advice on investment solutions and financial planning to corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
- You will work closely with internal stakeholders to develop and implement strategies that optimize service delivery and ensure all practices align with internal guidelines and statutory requirements.
- You will maintain strong relationships with clients, identifying their financial needs and providing tailored solutions.
Ideal Candidate Profile
- You have at least 1 year of experience in a Sales / Relationship Manager or Telesales role, preferably within the Financial Services Industry.
- You possess excellent networking and relationship-building skills.
- You are detail-oriented and deliver high-quality work.
- You thrive in fast-paced environments and are highly goal-driven.
Our Commitment to Excellence
- We are committed to delivering exceptional results to our clients.
- We strive for continuous improvement and innovation.
-
Investment Specialist
1 week ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeOur client is a well-established and reputable asset management company. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...
-
Investment Specialist
6 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeOur client is a well-established and reputable asset management company. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...
-
Investment Specialist
5 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeOur client is a well-established and reputable asset management company.Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...
-
Investment Business Development Specialist
6 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking an Investment Specialist to join our client's team. As a well-established and reputable asset management company, we have experienced rapid growth over the past few years.We are looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing...
-
Equity Investment Expert
5 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAbout the RoleAquarius Specialist Recruitment is recruiting an experienced Equity Investment Expert to support our client's asset management activities.The successful candidate will be responsible for responding to investment-related client inquiries, creating tailored content that meets specific client needs and interests, and ensuring that all...
-
Investment Portfolio Manager
5 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeJob DescriptionAquarius Specialist Recruitment is seeking a highly skilled and experienced Investment Portfolio Manager to join our client's asset management team.This role involves working closely with clients and internal stakeholders to provide exceptional investment services, contribute to the growth of the firm's asset management business, and develop a...
-
Portfolio Investment Professional
6 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAs an Investment Specialist, you will play a key role in supporting the growth of our client's asset management business. Our client is a well-established and reputable asset management company that has experienced rapid growth over the past few years.This role would suit an individual with a strong investment background who can effectively engage with...
-
Head of Investment Solutions and Growth
2 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeCompany OverviewGlacier 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.
-
Head: Investment Solutions
2 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeGlacier 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 comprehensive range of...
-
Investment Solutions Expert
5 days ago
Cape Town, Western Cape, South Africa Pps Recruitment Full timeJob OverviewWe are seeking a skilled Investment Specialist to join our national PPS Investments sales team. As part of this role, you will provide investment specific support to financial intermediaries, helping them grow their business and expand their network.
-
Head: Investment Solutions
1 week ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeGlacier 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 comprehensive range of...
-
Head : Investment Solutions
5 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeGlacier 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 comprehensive range of...
-
Investment Distribution Specialist
2 weeks 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...
-
Investment Distribution Specialist
1 week ago
Cape Town, Western Cape, South Africa Robert Walters Full timeJob title : Investment Distribution SpecialistJob Location : Western Cape, Cape TownDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries An 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...
-
Retail Investment Development Manager
5 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking a skilled Business Development Manager to join their team. The successful candidate will be responsible for promoting the company's product range amongst IFA networks and building relationships with clients based on superior investment performance and trust.Key Responsibilities:Visiting clients for presentations to...
-
Investment Solutions Strategist
2 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeAbout the RoleThis senior role will drive growth and manage the optimal functioning of the investment fund solutions via Glacier and other external provider's product sets.The Head of Investment Solutions forms part of the Business Development leadership team and reports directly to the Executive Head of Business Development.
-
Business Process Optimisation Specialist
2 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAt Aquarius Specialist Recruitment, we are seeking a highly skilled Business Process Optimisation Specialist to join our client's team on a 6-month contractual basis. This role focuses on enhancing the efficiency of workflows, automating processes, and improving reporting accuracy across the Operations and Investment teams.Key Requirements:Educational...
-
Cape Town, Western Cape, South Africa Datonomy Solutions Full timeJob ResponsibilitiesThe Senior Project Manager - Investment Data R90K - 105K Per Month position at Datonomy Solutions involves:• Managing multiple projects, including planning, execution, and monitoring.• Coordinating with internal teams, vendors, and clients to deliver high-quality results.• Analyzing data to identify trends, opportunities, and areas...
-
Investment Solutions Manager
4 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeJob DescriptionWe are seeking an experienced investment professional to join our team as the Head of Investment Solutions.The successful candidate will have a strong track record in investment management, strategic leadership, and stakeholder collaboration.The role requires a deep understanding of the investment industry, including product sets, regulatory...
-
Retail Investment Development Manager
1 day ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking a highly skilled Retail Investment Development Manager to join our team. As a key member of our Asset Management division, you will be responsible for promoting our product range amongst IFA networks and building strong client relationships.Key Responsibilities:Develop and implement business strategies to grow our...