Investment Specialist for UHNW Families — Global Mentorship

The Legends Agency; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading multi-family office in Johannesburg seeks an experienced Investment Specialist to manage relationships with ultra-high-net-worth families. The role involves preparing investment reports, collaborating with senior leaders, and contributing to wealth management strategies. Ideal candidates will have at least 5 years of experience in financial services and hold relevant qualifications. Competitive remuneration and exceptional career growth opportunities are offered.

Benefits

Direct mentorship from senior partners

Cross-border investment opportunities

Competitive remuneration package

Qualifications

• Minimum of 5 years experience in financial services or investments.
• Demonstrated passion for markets and wealth management.
• High levels of discretion and professionalism.

Responsibilities

• Build and nurture relationships with UHNW families.
• Prepare investment reports and proposals.
• Collaborate with senior leadership on investment solutions.
• Contribute to research and due diligence.

Skills

Financial analysis

Investment management

Interpersonal communication

Research skills

Quantitative skills

Education

Bachelor's degree in Finance or Economics

Postgraduate qualifications (CFP, CFA, CA(SA), MBA)

Job description

A leading multi-family office in Johannesburg seeks an experienced Investment Specialist to manage relationships with ultra-high-net-worth families. The role involves preparing investment reports, collaborating with senior leaders, and contributing to wealth management strategies. Ideal candidates will have at least 5 years of experience in financial services and hold relevant qualifications. Competitive remuneration and exceptional career growth opportunities are offered.