15 Investment and Asset Managment jobs

Financial Adviser Finance, Insurance, and Investment If you are an exceptionally driven individual with a strong independence, people skills, enthusiasm and determination, you may have all the qualities required to be a Financial Advisor. Our Value 200% for first 24 months Call centre Ongoing support    This is an opportunity to advance your career within one of the major financial services companies in South Africa. Provide holistic financial planning advice to private and business clients by identifying their Investment and lifestyle needs.  

Financial Adviser A unique opportunity exists for performance driven individuals. If you are entrepreneurial, self-motivated and people orientated, with a strong network, this role will be ideal for you. Drive your own income and get rewarded for your contribution! We offer a defined career path, the best training in the industry, mentorship and on-going support to build your own business practice as a Financial Adviser

      R15k basic + comm Very high earning potential of up to R80K pm or more     Very exciting and financially rewarding opportunity available to a tenacious and seasoned career sales specialist to join this market leader in the Gold Bullion investment industry.   Full Product Training provided    The core function is to proactively present and sell Gold Bullion investment opportunities to high net worth investors.       On top of a exceptionally high basic salary of R15  000 pm, the structure also offers you uncapped commission earnings.    This is a challenging role that will suit a focused, resourceful and success driven individual with established sales relationships.  Full product training will be provided to ensure that you are equipped for success.       Candidates with the following experience preferred:      Investment Brokers Luxury Automotive Sales Brokers Stock market sales Brokers Gold Brokers Auctioneer Sales Insurance Brokers Commercial Business Brokers Property Brokers       Servipro Staffing Solutions servipross@gmail.com https://www.facebook.com/Servipross   www.staffing-solutions.co.za   Follow us on twitter @Serviprostaffin and like our facebook page  https://www.facebook.com/Servipross       Should you not hear from us within 14 days then please consider your application as unsuccessful      

Short Term Insurance Sales Executive - Pietermaritzburg - Basic + comm + ben      Competitive Basic of 10k - 15 k pm, Comm + Benefits - earn up to R50k pm      Candidates must be FAIS compliant & RE 1 compliant to apply!   Job Purpose:  Consultants advise primarily on motor and household domestic insurance. Consultants are also expected to introduce other specialist products from the employer where appropriate. These include: Direct – Investments, pension, health care and life insurance.     Candidate must be: Professional at all times with prospects, clients and other staff Capable of competently using Powerpoint and other visual aids and software packages Able to present professionally to Executives and Corporate Accounts.   Competencies: Drive and initiative Resilience Negotiating skills Commitment Self development Skills development Product knowledge Competitor knowledge   Servipro Staffing Solutions servipross@gmail.com www.staffing-solutions.co.za         Follow us on twitter @Serviprostaffin and like our facebook page https://www.facebook.com/Servipross    

    Servipro Staffing Solutions is assisting our client, a major Financial Services Institution, to recruit suitably experienced Business Development Executives in their Short Term Insurance Division.     Position Description: Short Term Insurance Business Development Executive- Umhlanga- Basic + comm + ben.  Competitive Basic of 10k - 15 k pm, Comm + Benefits - earn up to R50k pm    Candidates must be FAIS compliant & RE 1 compliant to apply!    Job Purpose:  Consultants advise primarily on motor and household domestic insurance. Consultants are also expected to introduce other specialist products from the employer where appropriate. These include: Direct – Investments, pension, health care and life insurance.     Candidate must have : a proven track record in the Financial Services Industry with a knowledge of all aspects of Short Term Insurance Minimum of 3Yrs sales experience preferably in the short term, (industry with payslips as proof of previous commission earned). Excellent sales record over a number of years (minimum three) FAIS (120credits) compliant & RE1 compliant Presentation skills, both 1:1 and to groups  Competencies: Drive and initiative Resilience Negotiating skills Commitment Self development Skills development Product knowledge Competitor knowledge         Servipro Staffing Solutions servipross@gmail.com https://www.facebook.com/Servipross   www.staffing-solutions.co.za

    R 33 000pm + uncapped comm + cell phone & performance incentives Realistic expected earnings can exceed 100k pm Overview: An exciting and financially rewarding opportunity has arisen suited to a tenacious and seasoned career sales specialist to join this market leader in the investment property industry. Investment products offers investors high returns in Offshore land investment opportunities, Offshore Buy To Let Apartments and International Rental Properties.. Job purpose: The core function is to proactively present and sell offshore investment property opportunities and Offshore Buy To Let Apartments to high net worth investors.   On top of a exceptionally high basic the salary, the structure also offers you uncapped commission earnings. This is a challenging role that will suit a focused, resourceful and success driven individual with established sales relationships. Full product training will be provided to ensure that you are equipped for success. Preferable industry experience: Financial Advisors Auctioneers Gold Brokers Commercial property brokers Estate Agents who sold high value exclusive properties People with entrepreneurial skills like small business owners Pharmaceutical reps Office automation       Servipro Staffing Solutions servipross@gmail.com https://www.facebook.com/Servipross   www.staffing-solutions.co.za     Follow us on twitter @Serviprostaffin and like our facebook page  https://www.facebook.com/Servipross   Should you not hear from us within 14 days then please consider your application as unsuccessful        

      On offer: 10k pm  basic negotiable Competitive Commission + benefits package! Weekly commision payments on offer!! No Desk fees  Full admin and support offered Very generous commission split. 85%-100% comm split     Company will either purchase, take over or continue with your current book or assets under management. Very exciting and financially rewarding opportunity available to a tenacious and experienced Financial Services specialist to join this market leader in the Financial Services industry. The core function is to proactively present and sell investment opportunities as well as Insurance related products to high nett worth clients. On top of a exceptionally high earning potential, the structure also offers you uncapped commission earnings. This is a role that will suit a focused, resourceful and success driven individual/broker with established sales relationships. Preferred/advantageous: Career and goal driven Have excellent communication skills needed A knowledge of the Industry Good sales experience Should you not hear from us within 14 days then please consider your application as unsuccessful     Servipro Staffing Solutions servipross@gmail.com https://www.facebook.com/Servipross   www.staffing-solutions.co.za   Follow us on twitter @Serviprostaffin and like our facebook page https://www.facebook.com/Servipross

The position will fall in the Institutional team with a focus on the Africa ex-SA entities. This role is responsible for (but not limited to) the financial function of certain allocated Africa ex-SA entities to ensure these entities meet the team’s objective of providing meaningful and value-adding financial, management and regulatory reporting.

A top Asset Manager in Cape Town is searching for an Investment Analyst to join their team. The Investment Team typically numbers 20 to 25 people (including Analysts and Portfolio Managers). This is small in comparison to the large number of applications they receive from smart, ambitious and hard-working people. This unfortunately means that they have to turn away many good applications, but they are always looking for exceptional candidates, and you don’t have anything to lose by trying. So if you think you have what it takes to succeed, we encourage you to apply.  

Avatar Global Consult is looking for Financial Advisers Requirements: - 1 year financial experience - RE5 Email your CV to Vanessa(at)avatarglobalconsult(dot)co(dot)za Or Apply for this post here. Job Type: Full-time Job Location: Johannesburg, Gauteng Required education: Diploma/Certificate

At EnvestPro (Liberty Group Enterprise of the Year 2013 and 2011) we are looking to grow our team of Financial Planners. We are looking for someone who has a hunger for success and a passion for making a difference. A background in the insurance industry is not a pre-requisite, as you will be given all the necessary training.   The role consists of the following: -Dealing with clients daily and developing long term relationships. -Conducting a comprehensive financial needs analyses. -Providing financial advice and presenting appropriate solutions to meet their specific needs and financial goals.   The outcome is offering clients – both individual and corporate – access to sound financial planning, and the reward of assisting people achieve their financial goals, over the short and long term, through planning, advice and continued consulting The minimum requirements include: Matric Relevant tertiary qualification Own vehicle Valid driver’s license Own laptop  

This position is within the Retail Division and the candidate will report to the Team Leader. The job requires the candidate to deliver an elevated level of service to all clients. This includes direct clients, Independent Financial Advisors (IFA’s) and senior executives. ONLY APPLY TO THIS JOB IF: •    You scored an A or B for Maths on higher grade in Matric. •    Your average GPA on tertiary level is above 65% •    Have a keen interest in financial markets. •    You absolutely love delivering exceptional client service. •    You can listen. Actively. •    You can follow detailed instructions if you have to, but you can also think for yourself if there aren’t instructions. •    You take responsibility for deadlines. •    You have the confidence to be proactive. •    You take ownership of your work – you feel proud when you get it right and look for ways to improve if it’s off the mark. •    You are sensitive to your team members and think about how your contribution impacts them. WHAT'S IN IT FOR YOU? •    Chance to be part of a top asset management firm whose greatest asset is its people •    Exposure to the asset management and financial services industry •    Free lunch •    Benefit from a learning culture that encourages further development through free courses and educational sponsorships •    A great springboard to launch your career in an environment that supports promotion and growth MAIN RESPONSIBILITIES This position is within the Retail Division of an Asset Management firm. You will be required to deliver an elevated level of service to all clients which includes Direct Clients, Independent Financial Advisors (IFA’s) and Senior Executives. You will provide service to all investors, potential investors and IFA’s with transactions and queries for all products telephonically and via written correspondence: •    Discuss and explain all funds and products offered •    Assist clients with process information and quotes •    Assist clients with tracking and follow-up of transactions in progress •    Respond to queries regarding investment performance •    Clarify and explain the company’s investment approach and philosophy •    Ensure accurate record-keeping through service-related administrative tasks •    Provide assistance to the Service Support and Walk-in-Centre teams when required •    Assist with database updates and information maintenance •    Support a positive and responsive climate for client enquiry resolution •    Play a key role in the stewardship of positive client relationships and the retention of clients •    Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency •    Actively participate in the organisation's continuous improvement by identifying and proposing solutions to process and service related failures QUALIFICATIONS •    Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management with GPA above 65% •    If 2016 is your final year for your undergrad you may apply now, and you will start after you've completed - should you be successful SKILLS AND COMPETENCIES •    Strong verbal and written communication skills •    Numeric ability •    Client focussed, friendly and empathetic manner •    Accuracy and attention to detail •    Self-control •    Initiative •    Analytical thinking •    Professionalism •    Administration skills •    Adaptability •    High stress tolerance •    Ability to relate to others •    Ability to deal with complexity •    Ability to prioritise and function positively under pressure •    Ability to function as part of a team •    Accept accountability and take responsibility for tasks done •    Computer literacy SEND THESE DOCS TO applications@careeranchor.co.za: •    Comprehensive CV •    Matric Certificate •    Full statement of all tertiary results •    One-page letter of motivation why you stand out from the rest  

This position is within the Retail Division and the candidate will report to the Team Leader. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for all incoming and any pending work to ensure finalization of the case, while maintaining contact with the Independent Financial Advisor (IFA) or the client during the entire process. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined and enjoy working in a team environment. ONLY APPLY TO THIS JOB IF: You got an A or B for Maths on higher grade in Matric. Your average GPA on tertiary level is above 65% Have a keen interest in financial markets. You absolutely love delivering exceptional client service. You can listen. Actively. You can follow detailed instructions if you have to, but you can also think for yourself if there aren’t instructions. You take responsibility for deadlines. You have the confidence to be proactive. You take ownership of your work – you feel proud when you get it right and look for ways to improve if it’s off the mark. You are sensitive to your team members and think about how your contribution impacts them. WHAT'S IN IT FOR YOU? Chance to be part of a top asset management firm whose greatest asset is its people Exposure to the asset management and financial services industry Free lunch Benefit from a learning culture that encourages further development through free courses and educational sponsorships A great springboard to launch your career in an environment that supports promotion and growth MAIN RESPONSIBILITIES: Process incoming instructions:          - New business transactions           - Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)           - Amend existing client information (investors, advisors and employers) Validate incoming instructions:           - Adhere to legislative requirements relating to all applicable products           - Completeness and accuracy of instruction from client/IFA           - Validate proof of payment or money transfers           - Comply with FICA requirements (where relevant) Ensure all incoming work is captured within required turnaround times and before relevant cut-off times Attend to queries from clients, IFA's and internal customers and respond to queries on time and diligently Provide clients and IFA's with superior levels of service Maintain records of all interactions with clients and IFA's on Siebel CRM Correct and timeous rectification of errors Liaise with clients and IFA's regarding the correct implementation of instructions received to meet with our service delivery standards Support fellow team members and Team Leader Adhoc duties as required from time to time QUALIFICATIONS: Relevant Business Degree or job-related experience is an advantage Sound knowledge of either the Life Insurance industry (including Pension Funds) or the Unit Trust industry is an advantage. Intermediate Computer Literacy – Word, Excel, Email SKILLS AND COMPETENCIES: High accuracy and attention to detail Excellent time-management Excellent problem-solving ability Excellent verbal and communication skills Ability to function well under pressure Client-focused and self-motivated Ability to work effectively as part of a team and independently Accountability and responsibility for all tasks done HERE'S A QUICK ATTENTION-TO-DETAIL TEST: To apply for this position, please send the following documents to applications@careerachor.co.za: CV Matric Certificate Full statement of tertiary results One-page letter motivating why you are the best candidate for the job