Investment Specialist Jobs in South Africa

Last updated: 5 days ago

Promoted

Investment Specialist

Discovery LimitedZA

Job title : Investment Specialist.This role will be focused on developing, selling and reporting back on our investments value proposition within the Discovery Retirement Fund.Investments and funds...Show moreLast updated: 7 days ago

Investment Consultant – Ssic

Armstrong AppointmentsSouth Africa

Main job functionCORE PURPOSE OF THE JOBTo market and sell the Bank's Deposits, Wealth Management, Wills and Transactional Banking (Individuals) within the respective region by providing excellent ...Show moreLast updated: 7 days ago

Investment Wealth Manager - Pipeline Bloemfontein

Absa BankSouth Africa

Investment Wealth Manager - Pipeline Bloemfontein.Empowering Africa's tomorrow, together…one story at a time.With over years of rich history and strongly positioned as a local bank with regional a...Show moreLast updated: 13 days ago

Snatch | Accounting & Finance Recruitment | Private Equity Analyst | Western Cape

Snatch | Accounting & Finance RecruitmentSouth Africa

A Social Impact and Philanthropic focused Private Equity Fund is looking for an Investment Analyst / Corporate Finance Specialist to join their team in Stellenbosch. The ideal candidate will have a ...Show moreLast updated: 9 days ago

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Real Estate Specialist

SBA CommunicationsZA

Full-time

Job title : Real Estate Specialist.Your Next Career Opportunity – Real Estate Specialist.Responsible for qualifying leads, contacting landlords and successfully negotiating Real Estate related tran...Show moreLast updated: 7 days ago

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Operations Specialist

Sanlam GroupZA

Full-time

Job title : Operations Specialist.What will make you successful in this role?.What will be your key responsibilities?.Assisting with implementation and administration of all trades (close interacti...Show moreLast updated: 9 days ago

Technical Service Specialist - Hpr

Oilandgas.Org.UkSouth Africa

Technical Service Specialist - HPRTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future...Show moreLast updated: 5 days ago

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Investment Consultant

Momentum Metropolitan Holdings LimitedZA

Full-time

Job title : Investment Consultant.Experience and Qualifications : .BCom degree in the following fields : Business Management, Investments (essential). Honours degree is an advantage.CFA and / or CFP is a...Show moreLast updated: 15 days ago

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Wealth Investment Administrator

Absa Group LimitedZA

Full-time

Job title : Wealth Investment Administrator.To provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for re...Show moreLast updated: 15 days ago

Business Development Manager

Vulcan RecruitSouth Africa

Job Title : Business Development Manager.Salary : R75 -R Depending on experience.Our client is a market-leading specialist in Private Banking and Wealth & Investment services, dedicated to providing ...Show moreLast updated: 6 days ago

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Investment Analyst

Old MutualZA

Full-time

Job title : Investment Analyst.This role is responsible for research, modelling, analysis and provision of relevant information for listed and unlisted asset classes, as well as for making recommen...Show moreLast updated: 15 days ago

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Compliance Specialist

AfroCentric GroupZA

Full-time

Job title : Compliance Specialist.To be responsible for ensuring that all regulatory compliance that is applicable to the business, are implemented and enforced and are in line with the controls es...Show moreLast updated: 15 days ago

Investment Analyst

SomewhereRemote, Latin America / South Africa, Latin America / South Africa

Remote

Remote (Latin America Preferred, CST Time Zone).We are an investment firm that focuses on acquisitions and asset management. This is a unique opportunity to join as the first external hire and work ...Show moreLast updated: 7 days ago

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PPC Specialist

Call Centre StaffingWork from Home, South Africa

Remote

We are seeking a talented PPC Specialist to join our team.This is a fantastic opportunity for someone with 2-4 years of experience in PPC to work remotely and make a significant impact in the eComm...Show moreLast updated: 12 days ago

Procurement Specialist

TalentCru, South Africa

A leading workforce solutions company, driven to grow people, businesses and economies through connections that allow them to realize their potential has an exciting opportunity for a Procurement S...Show moreLast updated: 30+ days ago

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Balance Sheet and Investment Management Specialist

Hollard InsuranceZA

Full-time

Job title : Balance Sheet and Investment Management Specialist.Job Advert Summary .Hello…an exciting new opportunity has just become available in our Hollard International, Financ...Show moreLast updated: 7 days ago

Investment Officer

Status StaffingSouth Africa

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : ...Show moreLast updated: 15 days ago

Real Estate Investment Advisor

University Of Fort HareSouth Africa

Monthly Basic Plus Commission (Market related, Negotiable)Our client based in Paarl, Western Cape is seeking a Real Estate Investment Advisor to join their team. Take advantage of unparalleled earni...Show moreLast updated: 7 days ago

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CRM & Innovation Specialist

Shell Petroleum Development CompanyZA

Full-time

Job title : CRM & Innovation Specialist.The CRM & Innovations Specialist is mainly responsible for the digital CRM program of Shell Mobility South Africa. This individual preferably has experience i...Show moreLast updated: 15 days ago

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Marketing Specialist

Barloworld EquipmentZA

Full-time

Job title : Marketing Specialist.This role has a high level of internal and external communication requirements including face to face interactions with Product Managers, Territory Managers, employ...Show moreLast updated: 15 days ago

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Investment Specialist

Discovery LimitedZA

7 days ago

Job description

Job title : Investment Specialist

Job Location : Gauteng, Deadline : January 11, 2025 Quick Recommended Links

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Key Purpose

This role will be focused on developing, selling and reporting back on our investments value proposition within the Discovery Retirement Fund. Investments and funds are critical components of a retirement fund – the candidate for the role must become the go-to expert on our funds and their performance, and also drive changes within the offering.

You’ll report to the deputy head of R&D and will be considered a high calibre, outstanding member of our management team – a confident speaker who can quickly grasp and communicate new concepts and develop new concepts and ideas.

Areas of responsibility may include but not limited to :

Sales and support

Presenting at prospective employer clients

Presenting at product launches and client pitches

Providing ongoing sales support to the Discovery distribution teams

Presenting to intermediaries and other investment specialists on technical product information.

Handling ongoing technical investment queries

Compiling material (including Discoverers and articles) that can be rolled out through PR campaigns and to intermediaries and liaising with media to manage the rollout.

Training internal and external staff and brokers on products and technical details

Reporting back on performance at client manco meetings on product, admin and investments

Building new sales material including brochures, presentations on short videos

Market dominance

Deeply understanding the corporate market and competitors, researching competitor products, and working that knowledge and insight into product development and distribution support materials.

Developing research material that can be used to position Discovery as a thought leader in the market.

Developing actuarial white papers to drive thought leadership in the investment space

Product development & Investments

Developing new ideas around our retirement fund investment proposition, including new funds from multi manager to passive, and refining our retirement fund value proposition over time.

Performing technical calculations including IRR runs, data analysis and pricing on our retirement fund

Working with product development on the broader group risk and healthy company propositions to help position new solutions for clients and tools for intermediaries.

Building calculators and tools that help advisers and clients understand our purpose and products.

Designing a framework to measure the effectiveness of different marketing campaigns.

Relationship building with :

Discovery sales consultants and intermediaries

Back-office operations

Training teams

Marketing services

Product development

Distribution heads

Discovery management and executives.

Personal Attributes

Demonstrate keen business acumen.

Interact positively with difficult people.

Manage various projects effectively.

Plan, organize and deliver on individual deliverables.

Deal with pressure, tight deadlines and setbacks.

Present and communicate information effectively.

Understand and work with big data sets in order to achieve desired outcome

Show initiative and drive projects to completion with guidance.

Education and Experience

Nearly qualified actuary, CFA, or financial manager

1 - 2 years’ investment experience

Top achiever

Excellent English and presentation skills

Excellent Excel skills

Accounting / Financial Services jobs