Client Portfolio Analyst

Role Purpose:Construct and oversee investment portfolios based on investment mandate and client requirements within the Outcomes Based Investment (OBI) philosophy and strategy in order to achieve objectives. Qualification Requirements: Relevant Honours degree (Investment Management, Actuarial, FinancialManagement BCom, BSC etc) Chartered Financial Analyst...

**Introduction** - With us, investing is personal. Momentum Investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. We understand that your investment isn’t just another investment. It’s unique...

**Introduction** Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

A financial services company in Centurion is seeking a Trust Officer to administer a trust portfolio, including Inter Vivos and Testamentary trusts. The role involves developing client relationships, ensuring compliance, and facilitating internal service coordination. Ideal candidates will have a legal or commerce qualification, a minimum of 5 years'...

**Introduction** - Through Momentum, and our other specialist brands, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and...

**Remuneration**: The remuneration and value proposition to be compiled in collaboration with each successful individual. **Nature of employment**: The successful incumbent will be employed on a permanent basis after completion of a probationary period. **Experience** The successful incumbent will have at least three (3) to five (5) years experience as an...

**Introduction**- - Join Momentum Group’s dynamic Balance Sheet Management team as a Corporate Credit Risk Analyst, where your expertise will help safeguard shareholder value through proactive credit risk assessment and portfolio management. This role offers the opportunity to engage with diverse corporate and public sector clients, conduct in-depth credit...

Our reputable client has an exciting opportunity for a Portfolio Manager. Our client is a South African-based financial services group listed on the Johannesburg Stock Exchange in South Africa and on the Namibian Stock Exchange in Namibia. **Portfolio Manager** **Role Purpose** The Agile Portfolio Manager will provide oversight to portfolio level...

Momentum – Centurion, Gauteng, South Africa Actuarial Analyst (MMH -7) This role is located in Centurion, Gauteng, South Africa. Role Purpose Momentum Corporate has an Actuarial Analyst position available in the Actuarial Consulting division. The role of the successful candidate will be to support the actuaries and the team to deliver comprehensive...

Job Advert SummaryThe Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance land,...