Investment Planning Specialist

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 plansResearch and recommend suitable...

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 dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...

This 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...

At Liberty Group South Africa, we are seeking a highly skilled Financial Planning Specialist to join our team. This role is ideal for individuals who are passionate about helping clients achieve their long-term financial goals.About the RoleThe successful candidate will be responsible for delivering personalized insurance and investment solutions to clients....

Job 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...

Job SummaryWe are seeking a highly motivated Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding clients towards achieving their financial goals.Key Responsibilities:Evaluate clients' financial situations and...

About the RoleThe Wealth Management Advisor will be responsible for providing expert financial planning and advisory services to clients. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for delivering exceptional client service.ResponsibilitiesConduct thorough financial assessments to identify areas...

Unlock Your Potential as a Property Investment SpecialistTumaini is a leading Property Investment Group in South Africa, dedicated to empowering ambitious financial planners to take their careers to the next level. With our unique market advantage, you'll have access to exclusive opportunities that can transform your professional journey.What Sets Us...

About 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...

Our 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...

At Absa Bank, we are looking for a seasoned Wealth Manager to join our fast-growing team of financial professionals. As a key member of our organization, you will be responsible for transforming the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.Fully registered with relevant financial...

Job 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...

About 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...

Job 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,...

Transform Your Career in Financial PlanningTumaini's mission is to provide ambitious financial planners with an unparalleled opportunity to revolutionize their careers. As a leading Property Investment Group in South Africa, we offer a unique market advantage that sets us apart from traditional products.Our Unique Market Advantage:Up to 10X higher commission...

Job 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...

Job 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...

Job 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...

Purpose:We're looking for a young graduate who wishes to establish a career in the investment and financial planning industry. We are currently looking to recruit a recent finance graduate who possesses a mix of independence, passion and drive. As an investment graduate you will go through a training programme consisting of learning about investment markets...

Key Responsibilities:Work as part of a professional team in an office-based role.Assist Client Portfolio Managers with investment proposals and portfolio analyses.Contact prospective clients and follow an established on boarding process.Provide financial planning advice while being supervised by senior professionals.Continuously learn about investment...