Investment Specialist

Investment Management company based in the SSUBS is seeking an Investment Specialist to join their team. This is a client facing role and you will be required for developing, managing and supporting client relationships.

Other duties will include:

  • Investment portfolio reviews
  • Portfolio performance queries
  • Investment market views
  • Update database
  • Development and maintenance of marketing material

Expeience

  • At least 3 years investment industry related experience
  • Liaising and presenting to clients
  • Understanding of the retail industry and financial advisory industry

Qualifications

  • Commerce degree-BComm, BBusSci, CA (SA)
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