Investment & Asset Management Technical Specialist | Sandton
The Recruitment CouncilSandton, Gauteng, South Africa30+ days ago
Job descriptionOutstanding written and verbal communications skills with the ability to explain and translate complex investment concepts into simple and intuitive communications. Obsessive about iteration, quality, clarity, details, & execution. Proven ability to be self-directed and work with minimal supervision. Able to coordinate across many teams and perform decisively in a fast-moving environment. Developing and using collaborative relationships to facilitate the accomplishment of work goals. Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business. Good technical understanding of asset management, investment markets, and numerous investment managers. Must have knowledge of the industry, particularly the products and services on offer and to which target audiences these products and services are offered. Demonstrate and foster the company’s values. Develop interpersonal skills. Foster a collegiate environment and encourage innovation and creative thought to differentiate us from peers. Time management. The role often requires performing multiple tasks / work for various parties simultaneously. The employee needs to manage expectations and delivery timelines. Changing environment – need to keep up to date and understand the impact on messaging and delivery to clients. Building and maintaining credibility and trust with both internal and external clients. Information gathering. Understand and scope content and marketing requirements. Assess existing content and collateral processes and revise them to promote the products and services of the business. Sound problem-solving skills, analytical thinking, and attention to detail. Ability to perform under pressure. Good verbal, written, and interpersonal skills. Deadline driven. Responsible & accountable. Resourceful problem solver. Effective Communication. Results-Orientated. Strong Business sense. Ability to interact with Clients and internal teams. Ability to distil and communicate complex information for internal and external clients. Ability to manage expectations. Self-management (planning, prioritising & time management). Visibility & impact (includes professionalism & executive disposition). Ability to persuade and influence. Customer Service Orientation / Client Focus (Internal and External). Teamwork. Excellent attitude, a willingness to always assist, a willingness to learn and progress. An enquiring mind, a friendly and collegiate demeanour. Deliver on annual Technical Specialist collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces, and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services. Develop Technical Specialist collateral into saving, investments, and retirement planning. Support the Technical Specialist team to develop how our products are positioned in the market and to communicate that positioning effectively in order to help enhance commerciality and client experience. Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients. Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables.
Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements to existing communication and educational material.
Support client-centric communication and engagement, working with specialists and product owners across the business to create, curate, and deliver correct, consistent messaging to clients and prospective clients.
Support effective teamwork and collaboration across the company’s business to deliver compelling client value propositions.
Work closely with the investment team and client channels team to ensure that we improve our communication to clients and enhance the client experience through presentations, written documents, articles, and thought leadership.
Support the curation and creation of quality content that empowers the successful delivery of our value proposition to grow and / or retain our client base.
Requirements :
Education and Experience :
- Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable.
- Proficient in MS Office (Excel, Word, and PowerPoint)
- Minimum 2-3 years’ experience
- Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable.
Knowledge and Skills :
Conceptualization :
Support :
Structured Work :
Business Understanding :
Competencies :
Leadership Competencies :
Strategic Competencies :
Functional Competencies :
Key Performance Areas :
Support and Build Technical Specialist Function :
Collaboration :
Delivery :
Thought Leadership :
#J-18808-Ljbffr
Create a job alert for this search
Investment Specialist • Sandton, Gauteng, South Africa
Related jobs
- Promoted
IFRS Specialist
Communicate RecruitmentJohannesburg, South Africa Lead the end-to-end IFRS 17 reporting, reconciliation, and disclosures for the group.Manage preparation of statutory and management reporting, including cashflows and regulatory submissions.Drive b...Show moreLast updated: 29 days ago
- Promoted
Client Investment Tax Lead
The Recruitment CouncilPretoria, South Africa Role : Client Investment Tax Lead.Location : Claremont | Pretoria | Sandton.A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive da...Show moreLast updated: 30+ days ago
- Promoted
Senior Procurement Specialist – Infrastructure Finance – R1,5m
Paton PersonnelPretoria, South Africa Provide procurement and regulatory support services that ensure effective contracting throughout the entire procurement chain of large-scale infrastructure projects and programmes.Post graduate qua...Show moreLast updated: 30+ days ago
- Promoted
Client Services Consultant | Asset & Investment Management | Sandton
The Recruitment CouncilSandton, Gauteng, South Africa Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.Provide servicing and support on all portfolio products (Preservation, Pension a...Show moreLast updated: 30+ days ago
- Promoted
Investment Specialist UHNW Families
The Legends AgencyJohannesburg, South Africa Investment Specialist UHNW Families.Sandton | R700K+ (highly negotiable for the right candidate).Our client is a boutique multi-family office offering bespoke investment and wealth management solut...Show moreLast updated: 9 days ago
- Promoted
Role : Client Investment Tax Lead
The Recruitment CouncilPretoria, South Africa Role : Client Investment Tax Lead.Location : Claremont | Pretoria | Sandton.Salary : R1 000 000 R1 300 000 Per Annum.A leading financial services firm is seeking a highly analytical and detail-orient...Show moreLast updated: 30+ days ago
- Promoted
Investment Specialist – Johannesburg
Antal InternationalJohannesburg, Gauteng, South Africa Main duties and responsiblities : .Client visits and virtual interactions including presentations to groups ofclients and broker networks sometimes accompanied by an investmentportfolio manager – se...Show moreLast updated: 1 day ago
- Promoted
Senior Specialist : Investment Asset Reporting
Communicate RecruitmentJohannesburg, South Africa Are you a seasoned finance professional with deep expertise in investment asset reporting? This is your opportunity to take ownership of high-impact financial reporting processes in a dynamic and d...Show moreLast updated: 16 days ago
- Promoted
Investment Specialist - Johannesburg
Coronation Fund ManagersJohannesburg, ZA Job title : Investment Specialist - Johannesburg.Job Location : Gauteng, Johannesburg.Support the sale of CFM’s retail products through linked product providers, broker consultants and financial ad...Show moreLast updated: 30+ days ago
- Promoted
Wealth Management Specialist | Centurion
The Recruitment CouncilCenturion, Gauteng, South Africa The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth.The role invo...Show moreLast updated: 30+ days ago
- Promoted
IT Asset Management Coordinator
Communicate RecruitmentJohannesburg, South Africa Manage the Championship Corner : Oversee the complete lifecycle of IT assetsfrom procurement to disposalensuring a flawless, defensible record.
Execute the Shoulder Roll : Develop and implement asset ...Show moreLast updated: 23 days ago
- Promoted
Procurement Specialist – Infrastructure Financing – DFI – R1.2m
Paton PersonnelPretoria, South Africa You will be the key liaison with the internal Supply Chain Management (SCM) unit and ensure that all procurement activities align with legal, governance, and policy frameworks.This role requires st...Show moreLast updated: 30+ days ago
- Promoted
Investment Specialist- JHB
FNB South AfricaJohannesburg, ZA Job title : Investment Specialist- JHB.Job Location : Gauteng, Johannesburg.To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement o...Show moreLast updated: 23 days ago
- Promoted
Investment Specialist
Robert WaltersJohannesburg, Gauteng, South Africa A leading global investment management firm is seeking an.This is a unique opportunity to become part of a forward-thinking organisation renowned for its precision-engineered portfolio solutions an...Show moreLast updated: 24 days ago
- Promoted
IT Asset Management Specialist
Communicate RecruitmentJohannesburg, South Africa Prove you can handle technology's scariest secrets!.Ghost-Busting Inventory Skills : Tracking assets that try to vanish into thin air.
License Exorcism : Software license management that would make an...Show moreLast updated: 16 days ago
- Promoted
Asset Management
Blue PearlJohannesburg, Gauteng, South Africa The SAP Asset Management Consultant is responsible for managing the full lifecycle of physical assets—such as plants, machinery, and infrastructure—through SAP’s Enterprise Asset Management (EAM) s...Show moreLast updated: 30+ days ago
- Promoted
Structural Steel Draughtsman
The Legends AgencyKrugersdorp, South Africa Your First Step into Structural Steel Draughting Starts Here.Are you a newly qualified draughtsperson eager to work on real steel structures? Join a leading steel fabrication company in Krugersdorp...Show moreLast updated: 30+ days ago
- Promoted
Business Development Specialist (Institutional Investment)
Strategic PersonnelJohannesburg, South Africa This is a client facing role a hunter role - where we seek a driven individual to explain, promote and sell the firms range of investment capabilities to large, professional buyers in the followin...Show moreLast updated: 12 days ago