Investment Portfolio Specialist at The Talent Expert

What you’ll be doing (and why you’ll enjoy it)

• You’ll be handed a small portfolio of clients to manage and with that will come the responsibility of growing the portfolio.
• You’ll still do some fund manager research while offering your intermediaries differentiated products and funds backed by a solid performance record.

What you’ll need

• A completed investment related degree is essential along with a solid 2 years’ experience in investments where you have either dealt with an IFA network selling investment solutions or you’ve gained experience as a Performance Analyst doing fund manager research.
• To effectively service clients you need to be fluent in Afrikaans and English.