70 Asset Management jobs in Johannesburg

Overview

Drive and execute strategic marketing and business development efforts to expand relationships with Independent Financial Advisors (IFAs) and grow brand visibility in the investment sector. Market-related CTC plus Performance Bonus based on experience.

• Tertiary qualification in Marketing, Finance, Business, or related field
• 8 years' experience in asset management, wealth management, or financial services
• Proven track record in business development and / or marketing within a financial or investment environment
• Understanding of investment products, portfolio strategies, and financial markets

• Build and manage a pipeline of Independent Financial Advisors (IFAs), establishing long-term professional relationships
• Drive the onboarding and engagement of IFAs aligned with the company's investment offering
• Represent the firm at industry events, conferences, and networking functions
• Develop and implement strategic marketing campaigns targeting advisors and investors
• Produce high-quality marketing materials, presentations, and digital content
• Translate investment insights into clear, compelling messaging for market engagement
• Attend investment committee meetings to remain aligned with portfolio positioning and views
• Collaborate with internal teams to create thought leadership content and brand messaging
• Contribute to firm-wide strategic planning and identify opportunities for business growth
• Play an active role in continuity planning and business development leadership

Drive and execute strategic marketing and business development efforts to expand relationships with Independent Financial Advisors (IFAs) and grow brand visibility in the investment sector. Market-related CTC plus Performance Bonus based on experience.

Minimum Requirements and Qualifications :

• Tertiary qualification in Marketing, Finance, Business, or related field
• 8 years' experience in asset management, wealth management, or financial services
• Proven track record in business development and / or marketing within a financial or investment environment
• Understanding of investment products, portfolio strategies, and financial markets

Key Performance Areas :

Listing reference: track_

Listing status: Under Review

Apply by: 8 October 2024

Job category: Stock Control

Location: Randburg

Contract: Permanent

EE position: Yes

Tracker is seeking the services of a Purchasing and Asset Management Coordinator within the IT department; the incumbent will be responsible to execute IT purchasing and IT asset management responsibilities on behalf of the IT Infrastructure department.

• Responsible for the purchasing of all IT Equipment for Tracker Connect.
• Ensure that Tracker procurement policies and procedures are adhered to.
• Gathering of supplier documentation for procurement to register the supplier.
• Maintain detailed records of all purchasing requests.
• Ensure that all purchasing requests are authorised by the relevant business unit budget owner.
• Maintain relationships with preferred suppliers.
• Sourcing of quotations as per the Tracker procurement policy and creation of PO’s.
• Ensure suppliers submit invoices and payments are done on time to avoid service disruption for non-payment.
• Assist finance with reconciling Technology supplier accounts as required.
• Review department cost centre financials for accuracy and report or address mispostings.
• Ensure that all equipment to be returned from users is captured on the asset management tool.
• Maintain and manage a warranty repair register indicating all Tracker owned equipment currently with suppliers for warranty repair.
• Maintain and manage an off-site repair register indicating all Tracker owned equipment currently with suppliers for out of warranty repair.
• Ensure in collaboration with finance that new assets purchased by Technology on behalf of Tracker are assigned to the correct business unit.
• Maintain a library of Tracker owned and licensed software.
• Maintain and manage a process for issuing and returning software to and from the Tracker software library.
• Maintain and manage a register of the software licenses owned by Tracker and the equipment that the software is installed on.
• Take part in the departmental monthly budget review with Finance.
• Work with department PA’s and regions to execute on Technology consumable requests from the business.
• Manage the asset disposal process in line with Tracker asset disposal policies and procedures.
• Manage the storage, purchasing and issuing of any spares held in stock, including routine stock takes.
• Manage the department asset register and notify finance of changes as required.
• Manage the issuing of equipment to department staff and ensuring that issued equipment is returned on employment termination.
• Manage the Fire sale of old IT equipment and update the asset management tool accordingly.
• Keep the asset management data updated with accurate asset details including the purchase price.

• Senior Certificate (Matric Certificate or similar qualification).
• Minimum 2 years' experience working in a financial (procurement/creditors) environment.
• Computer Literate (Ms Office and Outlook).
• Fixed Assets management and Inventory management experience an advantage.
• Experience with Willow system, Firebird, Accounts Payable and Fixed Assets modules an advantage.
• Experience in designing and implementing processes an advantage.
• Customer Service Orientation.
• Logical Thinking and Judgment Ability.
• Relationship Building Skills.
• Good Communication Skills.

Drive and execute strategic marketing and business development efforts to expand relationships with Independent Financial Advisors (IFAs) and grow brand visibility in the investment sector. Market-related CTC plus Performance Bonus based on experience.

Minimum Requirements and Qualifications:

• Tertiary qualification in Marketing, Finance, Business, or related field
• 8 years' experience in asset management, wealth management, or financial services
• Proven track record in business development and/or marketing within a financial or investment environment
• Understanding of investment products, portfolio strategies, and financial markets

Key Performance Areas:

• Build and manage a pipeline of Independent Financial Advisors (IFAs), establishing long-term professional relationships
• Drive the onboarding and engagement of IFAs aligned with the company's investment offering
• Represent the firm at industry events, conferences, and networking functions
• Develop and implement strategic marketing campaigns targeting advisors and investors
• Produce high-quality marketing materials, presentations, and digital content
• Translate investment insights into clear, compelling messaging for market engagement
• Attend investment committee meetings to remain aligned with portfolio positioning and views
• Collaborate with internal teams to create thought leadership content and brand messaging
• Contribute to firm-wide strategic planning and identify opportunities for business growth
• Play an active role in continuity planning and business development leadership

Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements to existing communication and educational material.

Support client-centric communication and engagement, working with specialists and product owners across the business to create, curate, and deliver correct, consistent messaging to clients and prospective clients.

Support effective teamwork and collaboration across the company’s business to deliver compelling client value propositions.

Work closely with the investment team and client channels team to ensure that we improve our communication to clients and enhance the client experience through presentations, written documents, articles, and thought leadership.

Support the curation and creation of quality content that empowers the successful delivery of our value proposition to grow and/or retain our client base.

Education and Experience:

• Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable.
• Proficient in MS Office (Excel, Word, and PowerPoint)
• Minimum 2-3 years’ experience
• Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable.

Knowledge and Skills:

• Outstanding written and verbal communications skills with the ability to explain and translate complex investment concepts into simple and intuitive communications. Obsessive about iteration, quality, clarity, details, & execution.

• Proven ability to be self-directed and work with minimal supervision.
• Able to coordinate across many teams and perform decisively in a fast-moving environment.
• Developing and using collaborative relationships to facilitate the accomplishment of work goals.

• Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business.

• Good technical understanding of asset management, investment markets, and numerous investment managers.
• Must have knowledge of the industry, particularly the products and services on offer and to which target audiences these products and services are offered.

• Demonstrate and foster the company’s values.
• Develop interpersonal skills.
• Foster a collegiate environment and encourage innovation and creative thought to differentiate us from peers.

• Time management. The role often requires performing multiple tasks/work for various parties simultaneously. The employee needs to manage expectations and delivery timelines.
• Changing environment – need to keep up to date and understand the impact on messaging and delivery to clients.
• Building and maintaining credibility and trust with both internal and external clients.
• Information gathering. Understand and scope content and marketing requirements. Assess existing content and collateral processes and revise them to promote the products and services of the business.
• Sound problem-solving skills, analytical thinking, and attention to detail.
• Ability to perform under pressure.
• Good verbal, written, and interpersonal skills.
• Deadline driven.

• Responsible & accountable.
• Resourceful problem solver.
• Effective Communication.
• Results-Orientated.
• Strong Business sense.
• Ability to interact with Clients and internal teams.
• Ability to distil and communicate complex information for internal and external clients.
• Ability to manage expectations.
• Self-management (planning, prioritising & time management).
• Visibility & impact (includes professionalism & executive disposition).
• Ability to persuade and influence.
• Customer Service Orientation/Client Focus (Internal and External).
• Teamwork.
• Excellent attitude, a willingness to always assist, a willingness to learn and progress.
• An enquiring mind, a friendly and collegiate demeanour.

• Deliver on annual Technical Specialist collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces, and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services.

• Develop Technical Specialist collateral into saving, investments, and retirement planning.
• Support the Technical Specialist team to develop how our products are positioned in the market and to communicate that positioning effectively in order to help enhance commerciality and client experience.

• Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients.

• Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables.

Select how often (in days) to receive an alert:

Business Unit: Discovery Central Services

Date: 22 Aug 2025

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Employee Benefits

Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

Wealth Management:

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment.
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years.
• Have effective communication skills in the written & verbal English language.
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Vitality

Vitality is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

Wealth Management:

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.