Investment Analyst: DFM & HNW Client Advisory

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A dynamic financial services consultancy is seeking an Investment Analyst to join their team in Cape Town. This role involves providing investment consulting support to High-Net-Worth clients, conducting fund research, and developing investment solutions. The ideal candidate will have a Commerce or Business Science degree and 5-10 years of experience in investment management. Strong communication and analytical skills are essential for success in this position.

Qualifications

• Minimum 5-10 years of experience in the financial services industry, preferably in investment management.
• Strong understanding of investments (funds, markets, products).
• Ability to manage multiple projects with different internal and external stakeholders.

Responsibilities

• Provide investment consulting to clients and support High-Net-Worth individuals.
• Conduct fund research and analyze investment markets.
• Assist in the development of investment solutions.

Skills

Strong communication skills

Interpersonal skills

Attention to detail

Problem-solving abilities

Analytical skills

Stakeholder management

Education

Commerce or Business Science Degree

CA (SA), CFA, MBA, CFP

Tools

Computer skills

Job description

A dynamic financial services consultancy is seeking an Investment Analyst to join their team in Cape Town. This role involves providing investment consulting support to High-Net-Worth clients, conducting fund research, and developing investment solutions. The ideal candidate will have a Commerce or Business Science degree and 5-10 years of experience in investment management. Strong communication and analytical skills are essential for success in this position.