Investment Specialist

FirstRand Bank Limited; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial institution is seeking an Investment Specialist based in Johannesburg. The ideal candidate will develop investment strategies, provide expert advice, and manage relationships with clients. Qualifications include a bachelor’s degree in Finance, investment analysis experience, and strong analytical skills. This position offers opportunities for innovation and professional growth.

Benefits

Opportunities to network and collaborate

Challenging work environments

Opportunities to innovate

Qualifications

• Proven experience in investment analysis and portfolio management.
• Fully FAIS compliant with completed RE5 certification.
• Strong ability to interpret complex financial data.

Responsibilities

• Identify investment opportunities and manage investment strategies.
• Conduct market research and analysis.
• Provide expert advice to clients on investment options.
• Monitor investment product performance.

Skills

Investment strategy development

Market research

Cash flow management

Stakeholder management

Analytical skills

Education

Bachelor’s degree in Finance or Economics

CFA or CAIA certifications (preferred)

Job description

Description

The Investment Specialist will identify investment opportunities and grow the bank's deposit book by analyzing existing client requirements and acquiring new clients. They will offer investment solutions to ensure the bank remains the client's primary banking institution.

Hello Future Investment Specialist in KwaZulu Natal,

Welcome to FNB, the home of the #changeables. We design for shapeshifters and deliver products and services that make us proud of the people who make it happen.

As part of our talent team at FNB Cash Investment, you will be surrounded by unique talents, diverse minds, and an adaptable environment that encourages curiosity. Now is the time to realize your potential in a team where experts come together to create meaningful change.

Are you someone who can :

• Develop and manage investment strategies aligned with client objectives and market trends.
• Conduct market research and analysis to identify investment opportunities.
• Understand cash flows and treasury management.
• Collaborate with internal teams to design and implement investment products.
• Provide expert advice to clients on investment options and portfolio management.
• Monitor and report on investment product performance, recommending improvements.
• Build and maintain strong relationships with clients, stakeholders, and industry partners.

You will be an ideal candidate if you :

• Hold a bachelor’s degree in Finance, Economics, or a related field; professional certifications (CFA, CAIA) are preferred.
• Have proven experience in investment analysis, portfolio management, or related fields, with commercial client management experience as an advantage.
• Are fully FAIS compliant with a completed RE5 certification.
• Possess strong analytical skills and the ability to interpret complex financial data.
• Have excellent stakeholder management, communication, and interpersonal skills.

You will have access to :

• Opportunities to network and collaborate.
• Challenging work environments.
• Opportunities to innovate.

We can be a match if you are :

• Curious & courageous: Driven by a desire to learn and take on new challenges.
• Obsessed with mastery: Committed to excellence and continuous improvement.
• Solution-driven: Proactive in identifying and resolving issues efficiently.

Are you ready to take the next step? We look forward to engaging with you further. Apply now!

Job Details

Note that applications will not be accepted after the closing date below. Please submit your application ahead of the deadline.

09 / 08 / 25

All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; it will be kept confidential unless legally required to disclose.