Junior Investment Specialist

Job Description

Join the personal investments division of a reputable asset management firm in Cape Town. Build client relationships, grow assets and support the sale of CFM’s retail products through linked product companies, broker consultants and independent financial advisers. This role suits a confident, articulate professional who knows how to turn relationships into results, spotting opportunities others miss, building trust that sticks and driving growth while keeping clients front and centre.

Duties & Responsibilities

• Conduct client visits and virtual presentations to clients and broker networks, sometimes supported by a Portfolio Manager. The initiative is national and may require servicing clients in outlying regions.
• Prepare client communications, including performance reporting and explanations.
• Grow assets from existing clients and identify new business opportunities.
• Manage and develop client accounts o...