Job: Trainee: Personal Investments Validations

Company : Coronation; Wes-Kaap; On-site; ZAR 108,000 - 132,000; Part time

Job summary

Coronation is offering a Trainee position in Personal Investments Validations to help you launch your investment career. This role provides hands-on experience in a critical support function, ensuring the integrity of client and investment operations.

The ideal candidate should be a graduate with a relevant bachelor’s degree, ready to validate transactions and ensure compliance within a reputable company in the Western Cape, South Africa.

Qualifications

• A completed bachelor’s degree in accounting, finance, business science, economics, law, investment management or related fields is required.

Responsibilities

• Validate transactions for retirement and unit trust products.
• Process adviser applications and check licensing.
• Confirm selected transactions with clients telephonically.
• Ensure compliance with FICA, FAIS, and Regulation 28.

Education

Bachelor’s degree in accounting, finance, business science, economics, law, investment management or related fields

Job description

Trainee: Personal Investments Validations

Description

Launch your career in investments with one of South Africa’s leading asset managers. We are looking for exceptional graduates who are intellectually curious, client-focused and motivated to build a long-term career in the investments industry. At Coronation, we believe that future investment professionals benefit from understanding how our business serves clients and delivers excellence every day. During this 23‑month graduate opportunity, you will join our Validations team, gaining hands‑on experience in a critical function that supports the integrity of our client and investment operations.

Responsibilities

• Validate transactions for retirement and unit trust products.
• Process adviser applications and check licensing.
• Confirm selected transactions with clients telephonically.
• Ensure compliance with FICA, FAIS, and Regulation 28.

Qualifications

• A completed bachelor’s degree in accounting, finance, business science, economics, law, investment management or related fields is required.

Hiring organization

Employment Type: internship

Job Location: Western Cape, South Africa