Investment Specialist - Johannesburg

Coronation Fund Managers; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading asset management firm is seeking an Investment Specialist in Johannesburg. The role involves supporting sales through advisers, managing relationships with clients, and analyzing business needs to present suitable funds. Candidates should have at least 6-8 years of relevant experience and strong presentation skills. The position requires knowledge of MS Office and virtual communication platforms. This is an excellent opportunity for a motivated professional to grow within the asset management industry.

Qualifications

• 6-8 years of work experience in asset management, insurance, or related fields.
• Strong presentation skills are essential for client interactions.
• Experience with client databases is an advantage.

Responsibilities

• Support the sale of retail products through advisers and consultants.
• Conduct client visits and prepare performance reports.
• Analyze clients' needs to match them with appropriate funds.
• Maintain and update the client database.

Skills

Strong presentation skills

Good negotiating skills

Ability to build and manage relationships

Networking

Client servicing in Afrikaans

Education

Related tertiary qualification in commerce or legal

CFP designation

Tools

MS Office

MS Teams

Zoom

Job description

Overview

Job title: Investment Specialist - Johannesburg

Job Location: Gauteng, Johannesburg

Deadline: October 31, 2025

Job Description

• Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.

Duties and Responsibilities

• Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Johannesburg as well as outlying areas within Gauteng (East Rand, West Rand, Vaal Triangle etc)
• Preparation of regular communication to clients including reporting and explanation of performance.
• Growing assets from existing clients and identifying new avenues for business for CFM.
• Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
• Pro-actively analyze client\'s business to determine suitability of Coronation funds for their requirements.
• Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
• Maintain and constantly update client database through effective use of MIS system.

Ideal Experience

• Minimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

Ideal Qualifications

• Related tertiary qualification(s) - commerce or legal qualification essential.
• CFP an advantage – required if candidate is appointed.
• Strong presentation skills – ability to present to IFA’s as well as end investors.
• Good negotiating skills.
• Be able to build and manage business relationships with clients.
• Ability to network effectively.
• Ability to service Afrikaans speaking IFA’s and clients.

Most Important Attribute

• Ability to establish and maintain profitable relationships with clients.

Systems Knowledge

• MSOffice.
• Virtual communications platforms (MS Teams and Zoom an advantage).
• Client databases experience an advantage.

Closing Date

• 2025 / 08 / 31