Investment Specialist

2 weeks ago

Pretoria, Gauteng, South Africa African Investments Consulting Full time R900 000 - R1 200 000 per year

**Are you an Investment Specialist?

We**
specializes in personal financial planning and advice, catering to the individual financial needs and goals of our HNW clients. Should you qualify, ypu would become one of our highly qualified and experienced senior financial advisers, by using our proven process that identifies key areas requiring focused advice. Our solutions encompass 12 different focus areas, including income protection, estate planning, retirement planning, risk analysis, and tax compliance while managing your client's investment portfolio. We also provide corporate clients with guidance on Pension and Provident fund solutions, ensuring personalized group cover as needed.

Role Description

This is a full-time hybrid role for an Investment Specialist located in Pretoria. The Investment Specialist will be responsible for developing and managing investment strategies, analyzing financial data, and managing investment portfolios. Day-to-day tasks include assessing clients' financial needs, providing tailored investment advice, monitoring investment performance, and ensuring regulatory compliance. The role allows for a combination of on-site work and remote work from home.

Qualifications

  • Analytical Skills
  • Investments, Investment Strategies, and Investment Management skills
  • Finance knowledge
  • Excellent written and verbal communication skills
  • Ability to work independently and in a hybrid work environment
  • Experience in financial planning and advising is a plus
  • Bachelor's degree or Certification as Wealth Manager in Finance
  • RE5 AND 120 FAIS credits is a prerequisite.
  • Existing investment book
  • Relevant certifications (e.g., CFA, CFP) are advantageous.

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