Investment Specialist with experience in the investment and financial product landscape in South Africa and knowledge of Life and LISP Platforms, Collective Investment Schemes and Offshore Investment, with minimum 3 years’ experience in an investment advisory environment, required for this JSE listed FSP, based in Bellville, Cape Town.
Minimum requirements:
- Quantitative or Commercial Degree essential
- CFA/related investment degree and/or CFP highly advantageous
- Minimum 3 years’ relevant experience in an investment advisory environment required
- Business development skills with the ability to prepare and present high level investment proposals required
- Knowledge and experience of investment landscape in SA essential
- Life and LISP Platform experience essential
- Collective investments scheme knowledge and experience required
- Offshore investment and Structured Products knowledge and experience required
- Knowledge of SA financial regulatory landscape and awareness of developments, including RDR required
If you are a SA citizen & your CV meets the above criteria, please send your CV to [Email Address Removed]
Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.
If you have not heard from us within a 2 week period, please deem your application as unsuccessful.
Desired Skills:
- investment advisor
- Investments
- CFP
- CFA
- Investment Advisory
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree