Talent.com
This job offer is not available in your country.
Investment Specialist - Johannesburg

Investment Specialist - Johannesburg

Coronation Fund ManagersJohannesburg, ZA
30+ days ago
Job description

Job title : Investment Specialist - Johannesburg

Job Location : Gauteng, Johannesburg

Deadline : October 31, 2025

Quick Recommended Links

  • Jobs by Location
  • Job by industries

StartFragment

Job Description

  • Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.

    • Duties and Responsibilities

  • Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Johannesburg as well as outlying areas within Gauteng (East Rand, West Rand, Vaal Triangle etc)
  • Preparation of regular communication to clients including reporting and explanation of performance.
  • Growing assets from existing clients and identifying new avenues for business for CFM.
  • Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
  • Pro-actively analyze client's business to determine suitability of Coronation funds for their requirements.
  • Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
  • Maintain and constantly update client database through effective use of MIS system.

    • Ideal Experience

  • Minimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

    • Ideal Qualifications

  • Related tertiary qualification(s) - commerce or legal qualification essential.
  • CFP an advantage – required if candidate is appointed.
  • Strong presentation skills – ability to present to IFA’s as well as end investors.
  • Good negotiating skills.
  • Be able to build and manage business relationships with clients.
  • Ability to network effectively.
  • Ability to service Afrikaans speaking IFA’s and clients.

    • Most Important Attribute

  • Ability to establish and maintain profitable relationships with clients.

    • Systems Knowledge

  • MSOffice.
  • Virtual communications platforms (MSTeams and Zoom an advantage).
  • Client databases experience an advantage.

    • StartFragment

    Closing Date

  • 2025 / 08 / 31

    • EndFragment

    EndFragment

  • Accounting / Financial Services  jobs
    • Create a job alert for this search

    Investment Specialist Johannesburg • Johannesburg, ZA