Investment Specialist

Overview Join to apply for the Investment Specialist - Pretoria role at Coronation Fund Managers Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers. Responsibilities Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers....

To consult with our existing advisors to explore how they can expand their practices and identify opportunities, especially in terms of investments and assets under management. To provide advisors with guidance regarding their investment portfolios and, upon request, to meet with clients alongside them. To identify opportunities for business development...

Qualifications Investment Analyst / Specialist Certified Investment Analyst (CIA) – Management Level NQF Level 7 SAQA-recognised qualification in Actuarial Science or Investment Management. 4 or more years' experience in Investment Analysis or Investment Auditing at management level. Strong analytical, valuation, and portfolio assessment skills. Experience...

A financial services company in Pretoria is looking for an Investment Specialist to enhance the sales of retail products through client presentations and effective account management. Candidates should have 3-5 years of experience in asset management or similar areas, with strong presentation and negotiation skills, and fluency in Afrikaans. This role...

Overview The purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with the Corporation’s back and middle offices and the custodian. The...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...

Financial Advisor - Investments (Islamic Finance) We are seeking an experienced and self-driven Financial Advisor – with Investment experience , and proven experience in Islamic Finance and Shari’ah-compliant investment solutions . This role is ideal for an advisor who understands both mainstream investment products and the specialised requirements of...

**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - The purpose of the...

Position Summary UX / UI Specialist Position Do you want to be a part of a group that enables business and people from all walks of life to achieve their financial goals and life aspirations? Then carry on reading! We have partnered with a company that helps people grow their savings, protect what matters to them and invest for the future. You would be...