7 Investment Products jobs in South Africa

The Investment Division is seeking a highly qualified Investment Analyst and Assistant Portfolio Manager to join
their team. The successful candidate will work directly with the Chief Investment Officer (CIO), who will be their
primary reporting manager, focusing on both traditional multi-management and private markets investment
analysis and management. This role requires collaboration within a team-oriented environment and will involve
close interaction with senior leadership, including the CEO and the Operations/Fund Administration Officer.

• Investment Graduate Trainee Finance Sandton, Gauteng, South Africa, Office 01, Suite 11 1st floor Daisy Street, Sandown, 2196
• Senior Corporate Actuarial Analyst Insurance Sandton, Gauteng, South Africa, Office 01, Suite 11 1st floor Daisy Street, Sandown, 2196

The Investment Division is seeking a highly qualified Investment Analyst and Assistant Portfolio Manager to join
their team. The successful candidate will work directly with the Chief Investment Officer (CIO), who will be their
primary reporting manager, focusing on both traditional multi-management and private markets investment
analysis and management. This role requires collaboration within a team-oriented environment and will involve
close interaction with senior leadership, including the CEO and the Operations/Fund Administration Officer.

• Investment Graduate Trainee Finance Sandton, Gauteng, South Africa, Office 01, Suite 11 1st floor Daisy Street, Sandown, 2196
• Senior Corporate Actuarial Analyst Insurance Sandton, Gauteng, South Africa, Office 01, Suite 11 1st floor Daisy Street, Sandown, 2196

Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the company's Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Requirements:

• Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
• Ability to function at a strategic level whilst fulfilling operational responsibilities.
• Meet the FAIS honesty, integrity, and good standing requirements.
• Meet the FAIS minimum experience requirements in respect of long-term insurance products.
• Must not have been declared insolvent or provisionally insolvent.
• Excellent communication skills, verbal and written.
• Excellent negotiation and persuasion skills.
• Client-oriented, with strong interpersonal skills and able to take the initiative (self-starter).
• Emotional resilience.
• Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
• Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
• Have completed relevant class of business and product-specific training.
• FAIS compliant (continuous professional development).
• Completed supervision for long-term insurance categories.
• Fully computer literate, xPlan experience advantageous.

Responsibilities and expectations but not limited to:

• Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners' practice.
• Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients.
• Provide specialist advice in respect of Life Insurance (Death, Disability, and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
• Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
• Review clients' cover according to internal business procedures, or if client circumstances change.
• Acquire short-term insurance leads from the company’s financial planning partners.
• On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short-term insurance schedules to the STI tele-advisor for capture prior to the appointment.
• Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
• Maintain and develop client relationships.
• Support and contribute to company initiatives to communicate to, educate, and engage clients in order to better meet their needs.
• Monitor and report on the success and implementation of client and partner-focused initiatives.
• Adhere to the culture and principles of TCF – treating customers fairly.
• Comply with Group and Industry regulatory requirements.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

Monthly

Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Requirements:

1. Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
2. Ability to function at a strategic level whilst fulfilling operational responsibilities.
3. Meet the FAIS honesty, integrity, and good standing requirements.
4. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
5. Must not have been declared insolvent or provisionally insolvent.
6. Excellent communication skills, verbal and written.
7. Excellent negotiation and persuasion skills.
8. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
9. Emotional resilience.
10. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
11. Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
12. Have completed relevant class of business and product specific training.
13. FAIS compliant (continuous professional development).
14. Completed supervision for long-term insurance categories.
15. Fully computer literate, xPlan experience advantageous.

1. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
2. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
3. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
4. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
5. Review clients cover according to internal business procedures, or if client circumstances change.
6. Acquire short term insurance leads from the company’s financial planning partners.
7. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
8. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
9. Maintain and develop client relationships.
10. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
11. Monitor and report on the success and implementation of client and partner focused initiatives.
12. Adhere to the culture and principles of TCF – treating customers fairly.
13. Comply with Group and Industry regulatory requirements.

Monthly

Join to apply for the Financial Advisor – Health Products Specialist, Centurion role at Platinum Talent ZA

1 day ago Be among the first 25 applicants

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Platinum Talent is seeking multiple dedicated Financial Advisors specializing in health products for our client with their head office in Centurion, Gauteng.

In this role, you will acquire, retain, and grow a client base by offering expert financial planning tailored to health-related solutions.

Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients.

• At least 1 year of experience in the financial services industry.
• Matric or equivalent qualification.
• Compliance with FAIS requirements based on the date of first appointment (DOFA):
  • Relevant Class of Business Certificates completed within 1 year of DOFA.
  • RE 5 certification completed within 2 years of DOFA.
  • FSCA-approved qualification obtained within 6 years of DOFA.

• Initial basic salary
• Access to quality leads and a well-supported infrastructure.
• Administrative assistance to ensure focus on client engagement.
• A lucrative and rewarding remuneration structure.
• A supportive and dynamic work environment.
• An opportunity to make a meaningful impact by providing expert financial advice and health solutions.

• Entry level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at Platinum Talent ZA by 2x

1 month ago Be among the first 25 applicants

Join a Fast-Growing Wealth Tech SaaS Firm in a Key Client Success Role (Remote)

Role: B2B SaaS Customer Success Manager – Structured Products / Analytics / Financial Engineering Focus

Industry: Structured Products/Wealth Tech, Financial engineering / Analytics/

Perks: Work directly with leading asset managers and brokers, remote work, flexible holidays

About IVM Markets

IVM Markets is a fast-growing, AI-driven SaaS firm revolutionizing equity structured product analytics. Our platform helps brokers and asset managers optimize structured product investments, delivering higher upside with lower bear market risk—all in seconds.

We recently raised $3.4M in Seed funding to accelerate our expansion. Learn more:

Headquartered in the US & UK, IVM is expanding its global team to support our rapidly growing client base.

What You’ll Do

Partner with IVM clients (brokers, asset managers, private banks) to embed IVM analytics into their daily workflows.

Understand client use cases and help them apply IVM’s structured product analytics to real-world scenarios.

Work directly with developers to expand platform capabilities based on client feedback.

Manage client relationships post-sale to ensure maximum client value — no new business sales required.

Who We’re Looking For

3–6 years of experience in CUSTOMER SUCESS ideally with derivatives or structured products OR financial engineering AND client facing AND fintech analytics.

Strong understanding of structured products OR financial analytics software.

Client-facing experience with the ability to translate business needs into technical solutions.

Passionate about financial technology and improving client outcomes.

What We Offer

Base salary of $0,000-70,000

Fully remote role with flexibility on work location

Full flexibility on holidays – results matter, not hours worked

Interview Process

Stage 1: General discussion with a co-founder or commercial director

Stage 2: Technical deep dive to assess client understanding and structured product knowledge

Ready to help drive client success at a high-growth Wealth Tech SaaS firm? Apply now or DM for more details!

• Seniority level Mid-Senior level

• Employment type Full-time

Referrals increase your chances of interviewing at IVM Markets Inc USA by 2x

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