75 Investment Manager jobs in Johannesburg

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.

The purpose of the role of an Investment Product Manager is to strategically design, manage, and optimize investment products for Corporate clients that align with both customer needs and the company’s financial goals.

This role sits at the intersection of product development, investment strategy, regulatory compliance, and customer experience.

• Design and develop investment products and positioning.
• Conduct market research to identify trends, customer needs, and competitive gaps.
• Translate insights into innovative product features, enhancements, thought leadership and maintaining a relevant investment proposition.

• Collaborate with asset managers to align product offerings with investment strategies.
• Monitor fund performance and ensure alignment with product promises and risk profiles.
• Recommend changes to fund allocations or product structures based on market conditions.

• Set pricing strategies and profitability targets.
• Track product performance (sales, persistency, claims, investment returns).
• Adjust product features or pricing to maintain competitiveness and profitability.

• Work closely with actuarial, legal, compliance, marketing, and distribution teams.
• Ensure product documentation, disclosures, and marketing materials are accurate and compliant.
• Support training and enablement for sales teams and intermediaries.

• Ensure all investment products comply with insurance and financial regulations (e.g., FSCA in South Africa).
• Manage product governance processes and risk assessments.

• Focus on delivering value to policyholders through transparent, flexible, and goal-aligned investment options.
• Incorporate ESG (Environmental, Social, Governance) or sustainable investing trends where relevant.

• A degree in Actuarial Science, Finance, Economics, or Business.
• Progress toward or completion of actuarial exams (e.g., ASSA, IFoA) is highly advantageous.

Additional certifications (e.g., CFA, CFP, MBA) can be beneficial depending on the focus of the role.

Associate

Full-time

Consulting

Insurance

Overview

Discovery Life Learnership: Wealth Management

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.

Discovery Life 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.

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.

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

• 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.
• Technologically Savvy
• Logical Reasoning

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)

• 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.

Job Description:

Position:

• Facilitator - INSETA Wealth Management L5

Minimum Education and/or Qualifications required:

• Vocational qualification - As per QCTO requirements; one (1) Subject Level higher than being Facilitated
• Facilitation qualifications or equivalent
• ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage
• Qualification in Supply Chain Management/Logistics/ project management

Minimum Experience required:

• 3 - 5 years’ experience in HRD / Training and Development field
• 3 - 5 years’ experience in Learning and Development within OBE SETA and/or NQF context
• 3- 5 years' experience in facilitating INSETA Wealth Management NQF L5

Minimum Job Competencies required:

• A workable understanding of SETA, QCTO & SAQA
• Understand principles of Education, Training and Development
• Ability to implement / apply Legislative requirements (example SDA; SDLA & OHSA)
• Ability to identify, quality assure and/or assess theoretical modules required
• Ability to present / deliver training modules
• Good facilitation and presentation skills
• Ability to liaise with all levels throughout the Organisation and/or Group
• High level of computer literacy
• Qualified & registered assessor (where/when applicable)

A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills. This is more a “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking new clients. The incumbent would also manage two junior team members.

The successful incumbent will amongst others be responsible for:

• Client Relationship Management
• Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers
• Performance Reporting
• Task Management for Onshore and Offshore Structuring
• Market Research and Analysis
• Digesting Market Research and Analysis

• B.Com, BBusSci or related degree
• CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)
• FAIS Compliant
• Proven experience as a Wealth and Investment Manager with a focus on HNW clients
• In-depth knowledge of financial markets, investment products, structuring and wealth management strategies
• Strong analytical and quantitative skills
• Excellent communication and interpersonal skills
• Compliance-oriented mindset and adherence to regulatory guidelines

Competitive remuneration package + Incentives

Summary

We are thrilled to offer an exciting career opportunity for an Investment Platform Problem Manager to join a dynamic IT Service Management (ITSM) team. If you're passionate about solving complex problems, driving systemic improvements, and delivering digital excellence, we want to hear from you.

We are thrilled to offer an exciting career opportunity for an Investment Platform Problem Manager to join a dynamic IT Service Management (ITSM) team. If you're passionate about solving complex problems, driving systemic improvements, and delivering digital excellence, we want to hear from you.

5 - 8 years of experience in IT Incident and Problem management preferably in a Financial Services / Asset Management / Platform environment.

• Matriculation Certificate
• Relevant degree in IT /
• IT Service Management Certification (ITIL4)
• Governance framework certification (Cobit) will be an advantage

• Conducting in-depth investigations into IT-related issues to identify permanent resolutions that prevent recurring incidents and mitigate business impact.
• Identifying and analysing the root causes of incidents and recommending effective methods to eliminate them.
• Owning and overseeing the end-to-end management of assigned problems, ensuring consistent execution and resolution quality.
• Coordinating all aspects of problem resolution by engaging appropriate stakeholders across the business and technology units.
• Participating in solution implementation efforts while adhering strictly to change control protocols.
• Applying structured problem management methodologies to analyse trends behind recurring incidents.
• Monitoring data within the ticketing system to proactively identify chronic issues suitable for Problem Management intervention.
• Communicating the status and progress of problem records using various channels to ensure transparency and alignment.
• Leading post-implementation reviews to validate the effectiveness of changes, ensuring accurate updates to known errors and associated incidents.
• Collaborating closely with Incident Management to ensure prompt identification and actioning of post-incident problems, especially those related to change.
• Ensuring problems are effectively diagnosed, documented, and escalated according to defined quality standards.
• Spotting trends, limitations, and opportunities for continuous service improvement.
• Driving service improvement initiatives based on metric analysis and performance reviews.
• Receiving and synthesizing status updates, while ensuring that production meetings are conducted professionally and effectively.
• Creating and delivering timely, data-driven reports with actionable insights.
• Representing Problem Management in Change Management forums and other relevant meetings.
• Providing after-hours support when required to maintain service continuity.