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Results for investment in "investment" in Jobs in Western Cape in Western Cape
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Overview – Permanent RoleThis role is ideal for recent graduates with a strong academic background and a keen interest in investments, client engagement, and financial markets. Successful candidates will be part of a structured development journey, gaining deep industry knowledge and building a long-term career in financial services.Key ResponsibilitiesDeliver exceptional client service across various communication channelsRespond to and resolve client queries accurately and efficientlyBuild and maintain strong client relationshipsApply investment knowledge to support client needs and queriesCollaborate with internal teams to ensure seamless service deliveryMaintain high levels of accuracy, professionalism, and attention to detailParticipate in ongoing training and development throughout the programmeContribute to continuous improvement of client experience and operational processesMinimum RequirementsBachelors of Commerce or Business Science degree (Specialisations/majors in Finance, Economics, Statistics, Investment Management / related fileds)Minimum 65% academic averageLess than 2 years of work experienceInterest in investments / financial marketsSkills and AttributesStrong analytical and problem solving abilityHigh attention to detail and accuracyProactive mindsetStrong client service focusExcellent verbal and written communication skillsAbility to work both independently and within a teamProfessionalism and strong interpersonal skills
https://www.jobplacements.com/Jobs/I/Investment-Services-Consultant-Graduate-1276011-Job-Search-03-27-2026-05-00-18-AM.asp?sid=gumtree
3d
Job Placements
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Description of job responsibility/dutyWealth ManagementDevelop and maintain strong relationships with high-net-worth clients.Understand clients financial goals, risk tolerance, and preferences to provide personalized financial advice.Conduct comprehensive financial analyses to assess clients current financial situations and future objectives.Create customized financial plans that align with clients goals and objectives.Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators,and risk factors.Monitor financial markets, economic trends, and investment opportunities to make informed recommendations.Manage clients investment portfolios, ensuring proper diversification and alignment with their financial goals.Regularly review and rebalance portfolios based on market conditions and clients changing needs.Assess and mitigate potential risks associated with clients investment portfolios.Stay abreast of market trends, economic developments, and investment opportunities to provide informed advice.Conduct thorough research on financial products, strategies, and industry best practices.Stay updated on regulatory changes and industry best practices related to the industry.Provide regular performance reports to clients, summarizing the performance of their investment portfolios and highlightingkey insights.Collaborate with internal teams, including tax professionals, legal advisors, and other specialists to offer holistic financialsolutions to clients.Actively engage in networking activities to expand the client base and stay connected with industry professionals. Education & QualificationsRelevant BCom DegreeCFP/CFA preferred or working towards the designationFAIS Compliant Relevant ExperienceProven experience as a Wealth and Investment Manager with a focus on high-net-worth clients.In-depth knowledge of financial markets, investment products, and wealth management strategies.Strong analytical and quantitative skills.Excellent communication and interpersonal skills.Compliance-oriented mindset and adherence to regulatory guidelines.
https://www.jobplacements.com/Jobs/J/Junior-Wealth-Manager--Cape-Town-Stellenbosch-Umh-1196004-Job-Search-6-20-2025-3-12-56-AM.asp?sid=gumtree
9mo
Job Placements
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Lead the design, development, and implementation of quantitative investment strategies for listed creditOversee portfolio construction, optimisation, and risk managementDevelop and refine quantitative models, factor frameworks, and statistical toolsAnalyse market, issuer, and structural risks across listed credit instrumentsCollaborate with analysts, traders, and risk teams to embed quantitative insights into investment decisionsContribute to thought leadership, investment committee discussions, and research outputsLead the development and long-term growth of the listed credit capabilityMentor junior team membersSupport client engagement, presentations, and reporting as neededSkills & Experience:Degree in Mathematics, Statistics, Quantitative Finance, Engineering, Actuarial Science, or related quantitative disciplineExperience in asset management with exposure to:Listed creditFixed incomeCredit riskQuantitative investment strategiesStrong quantitative and statistical modelling capabilityCoding skills (Python, R, MATLAB, SQL) advantageousStrong understanding of portfolio theory, risk modelling, credit instruments, and market dynamicsAbility to operate at technical and strategic leadership levelsAbility to build and leverage market and banking relationships to originate investment opportunitiesStrong communication skills with the ability to convert quantitative thinking into actionable investment narrativesLeadership potential with ambition to grow into heading the listed credit functionApply now!
https://www.jobplacements.com/Jobs/M/Manager-Listed-Credit-1273313-Job-Search-03-19-2026-04-14-23-AM.asp?sid=gumtree
11d
Job Placements
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Duties & ResponsibilitiesThe successful candidate will need to:Work as part of a professional team in our office in NewlandsMeet with prospective clients (virtually via Zoom/Teams or in person at our offices)Follow an established onboarding process to bring on new clientsAdvise existing and prospective clients on their investment portfoliosAdvise clients on offshore investingAssist clients with tax planning, estate planning and willsPrepare and conduct investment reviews for clientsContinuously learn about markets, tax regulations and different investment vehiclesHandle client queriesKeep records of new and existing clientsMonitor FICA complianceCompetencies RequiredMinimum 3 years working experience as a financial plannerBe fluent (speech and writing) in English and AfrikaansRelevant degree (Bcom/BusSci/Hons preferable)Must have passed the RE5 regulatory examApplicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferredProficiency in MS Office including Word, Excel and PowerpointExcellent written and verbal communication skillsHave the ability to manage time effectivelyHave an aptitude for continued learningPackage & RemunerationBasic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.
https://www.jobplacements.com/Jobs/F/Financial-Planner--Cape-Town-1196027-Job-Search-6-20-2025-4-37-43-AM.asp?sid=gumtree
9mo
Job Placements
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Our client, a leading asset management firm, is seeking a highly quantitative Investment Analyst to join their team in Cape Town. This role offers a unique opportunity to drive key elements of the strategic investment and portfolio construction process while working closely with a UK-based Investment Strategist and Portfolio Manager. Key ResponsibilitiesAsset Valuation & Research: Build and enhance valuation models and analytical frameworks for strategic asset allocation; conduct research on macro themes and investment opportunities.Portfolio Construction: Develop and refine strategic benchmarks, model portfolios, decision trees, and optimization tools.Quantitative Modelling: Develop and maintain scenario frameworks and decision-support tools; perform back-testing and projections to inform asset allocation.Monitoring & Reporting: Monitor portfolios for alignment with risk budgets and strategic views; contribute to monthly and quarterly investment reporting.Collaboration: Work across teams with advisors and external managers to communicate modelling outputs and strategic recommendations clearly. Requirements & QualificationsEducation: A Bachelors or Honours degree in Actuarial Science, Quantitative Finance, Mathematical Statistics, or a similar quantitative discipline.Professional Progress: Actuarial progress (FIA/FASA) or postgraduate quantitative studies is considered advantageous.Experience: Minimum of 5 years in investments, actuarial modelling, quantitative research, or multi-asset investment processes.Technical Skills: Advanced proficiency in Microsoft Excel (modelling and automation).Strong programming skills in at least one analytical language such as Python, R, or MATLAB.Familiarity with investment data platforms like Bloomberg is beneficial.Knowledge: Solid understanding of financial markets, asset classes, and computational methods.Understanding of how AI and machine learning can enhance investment workflows and research.
https://www.jobplacements.com/Jobs/I/Investment-Analyst--Cape-Town-1271852-Job-Search-3-15-2026-1-34-13-PM.asp?sid=gumtree
14d
Job Placements
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Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers. This role is integral in aligning practices with the companys internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true practice partner, delivering the full wealth management value chain to drive adviser and client growth. Key Responsibilities: Implement the Wealth Management value proposition across all financial planning practices and adviser segments.Drive the adoption of the companys investment philosophy and internal House view fund list to empower advisers to articulate value to clients.Manage strategic partnerships with internal investment, trust, and securities divisions to support franchises with the full wealth offering.Drive strategies to increase assets under management/advice for the channel.Execute on Wealth strategic initiatives to drive business growth and identify emerging trends in financial technology. Facilitate the investment advice process with financial advisers to drive adoption of financial planning tools and investment proposals.Provide expert guidance on retirement planning, estate planning, tax optimization, and other aspects of comprehensive financial planning.Educate financial advisers on investment strategies, market trends, and financial planning concepts, facilitating investment workshops.Build and retain funds under management by migrating existing assets to focus solutions. Requirements:Education & Licensing:Degree in investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential).Certified Financial Planner (CFP) designation (Preferred).Hold both RE1 and RE5 regulatory examinations (Essential).Experience & Knowledge:58 years of experience in financial services, specifically within asset wealth management.58 years of experience in the investment marketing arena.Strong knowledge of the investment and wealth management industry in South African and international markets.In-depth legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
https://www.jobplacements.com/Jobs/W/Wealth-Specialist-I-Western-Cape-1271858-Job-Search-3-15-2026-1-42-50-PM.asp?sid=gumtree
14d
Job Placements
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