197 Investments jobs in South Africa

At Monocle, we believe work is more than just a job. It is a chance to make a difference in the world of finance. An opportunity to fulfil your potential. To make friendships with ambitious, positive, like-minded people. To gain invaluable industry experience and learn critical skills that will make you a highly sought-after management consultant.

Monocle is a people-centric, independent consulting firm, specialising in banking and insurance. We understand that our greatest asset is our people and because of this, we do things a bit differently.

Monocle’s Employee Value Proposition

Monocle embraces an ongoing and active approach to amplifying the talents of our people, empowering them to unlock their full potential and feel fulfilled in their careers. Our vibrant culture thrives through our shared growth mindset, collaboration, support, and social connection, fostering a space where everyone can flourish. We are committed to continuous learning and provide ongoing technical training, industry certification support, and personal development opportunities through mentorship and executive engagement. Ultimately, we strive to create an environment that nurtures ambition, supports well-being, embraces diversity, upholds integrity, and inspires individuals to make a positive and lasting impact on the world around us.

Monocle offers:

Unparalleled growth and exposure – Monocle is uniquely positioned in the market to undertake projects across a wide spectrum of critical and exciting areas of the financial services industry. Our managers deliver mission critical projects at the most prestigious banks and insurers in Johannesburg, Cape Town, London and Amsterdam.

Unlimited training and development – Investment in our people’s development is at the heart of Monocle’s company ethos. That is why we prioritise the upskilling of every employee.

Unique and vibrant company culture – At Monocle, we believe friends work better together than colleagues. We love nothing more than partaking in a wide variety of activities through our company sponsored clubs.

Ultra-competitive compensation – At Monocle, we want the best talent to join our team, so we understand that those individuals need to be recognised and rewarded for their true value.

Monocle is looking for an experienced professional to join our team as a consultant. As a consultant at Monocle your main tasks and responsibilities will include:

Develop and maintain finance reporting processes, focusing on key metrics for investments, life and general insurance products.

Collaborate with business teams to gather and document reporting requirements.

Assist in the operational transformation initiatives, modernising data capabilities, and reporting processes.

Analyse financial data to identify trends and insights.

Provide the requirements specification and design new investment management and administration systems.

The successful candidate should:

Hold a degree, with strong preference for a post graduate qualification.

Have 5 years or more relevant experience in the Investments industry in a similar role.

Hold a professional qualification in finance and risk management, such as CFA and/or FRM.

Qualification Requirements:

Degree in Mathematics, Statistics, Actuarial Science, Accounting, Economics.

Experience Requirements:

Minimum of 5 years of experience in insurance and asset management industry.

Experience in business systems implementation initiatives.

Good technical skills, including experience with tools such as SQL, SAS, Python and Business Intelligence applications.

The ideal Monocle Consultantalso:

Has an enquiring mind and is eager to learn and improve their professional skillset.

Is able to work in a dynamic environment where one day never looks like another.

Is enthusiastic in their approach to their work.

Regards themselves as a high performer.

Is an excellent communicator with exceptional verbal and written communication skills.

Works well under pressure to meet client objectives.

Is sociable and enjoys interacting with others, both at work and at social events.

Works well independently and in a team.

Recruitment Process:

During the interview process, you will meet with different Monocle representatives – including both People and Culturerepresentatives and company executives – and demonstrate your cognitive abilities in various assessments. A critical aspect of the interview process will be determining whether Monocle will be a good fit for you and your career aspirations, so please come prepared with any questions you may have.

If you have a passion for finance and problem-solving, a relevant qualification, and think you have what it takes to join a team of your smartest and most driven peers, start your Monocle journey today!

The application process Assessment Test

A 45-Minute, 60-questions, online competency assessment test.

P&C Meet and Greet

A personal meeting with People & Culture to get to know you and tell you more about Monocle.

Executive interview

To discuss your skills, business knowledge, experience, project fit and the role requirements.

C-level Interview

A discussion with either our CEO, COO or CFO on various topics.

A final offer is made by the P&C team to the candidate.

Take your career to the next level at a dynamic and innovative management consulting firm.

*Please note that on clicking 'Apply Now' you will be redirected to our third-party career portal.

#J-18808-Ljbffr

Role Purpose:

Join a dynamic private equity and investment management company within a larger group. We focus on identifying and investing in high-potential businesses across a variety of sectors, including finance, education, mining, hospitality, and property. Our strategy involves providing capital, strategic guidance, and operational expertise to help our portfolio companies grow, improve, and succeed. We pride ourselves on fostering long-term partnerships with businesses, helping them expand both locally and internationally. We manage a diverse range of investments, from commercial property ventures to innovative solutions in industries like energy and healthcare. Our commitment is to drive growth and maximize value for our stakeholders, creating meaningful impact across the African continent.
As the Accountant you will primarily be accountable for the following:

Skills and Qualifications:

• 4+ Relevant experience
• Bachelor's degree in accounting, Finance, or a related field.
  • This is the fundamental educational requirement, providing the foundational knowledge in financial principles, accounting standards, and financial analysis.
• Articles or experience at small audit/accounting practice beneficial or similar work experience
  • SAIPA/SAICA registration not required
• MS Office - Excel knowledge

Responsibilities:

• Assisting with financial reporting
• Assisting with operations reporting
• Calculating and monitoring Capex projects
• Managing overdrafts
• Managing loans and external debt
• Overseeing intercompany loans
• Overseeing shareholder loans
• Compiling Annual Financial Statements
• Coordinating tax planning activities
• Reviewing VAT
• Performing secretarial annual duties
• Maintaining and updating tree structures
• Maintaining and updating organograms

Requirements

• Attention to detail – A keen eye for accuracy and consistency in financial reporting and operations.
• Adaptability – Ability to thrive in a fast-paced, dynamic environment and handle changing priorities effectively.
• Strong work ethic – Willingness to take initiative and go above and beyond to ensure tasks are completed to a high standard.
• Proactive mindset – Ability to anticipate needs and address challenges before they arise.
• Team player – Collaborative attitude, with a willingness to support and work alongside others to achieve common goals.
• Integrity – Strong ethical standards and the ability to handle sensitive financial information with discretion.
• Resilience – Ability to maintain performance under pressure and work effectively to meet deadlines.
• Excellent organizational skills – Capacity to prioritize tasks efficiently and manage time effectively. 

Role Purpose: Join a dynamic private equity and investment management company within a larger group. We focus on identifying and investing in high-potential businesses across a variety of sectors, including finance, education, mining, hospitality, and property. Our strategy involves providing capital, strategic guidance, and operational expertise to help our portfolio companies grow, improve, and succeed. We pride ourselves on fostering long-term partnerships with businesses, helping them expand both locally and internationally. We manage a diverse range of investments, from commercial property ventures to innovative solutions in industries like energy and healthcare. Our commitment is to drive growth and maximize value for our stakeholders, creating meaningful impact across the African continent.As the Accountant you will primarily be accountable for the following: Skills and Qualifications: 4+ Relevant experience Bachelor's degree in accounting, Finance, or a related field.This is the fundamental educational requirement, providing the foundational knowledge in financial principles, accounting standards, and financial analysis. Articles or experience at small audit/accounting practice beneficial or similar work experienceSAIPA/SAICA registration not required MS Office - Excel knowledge Responsibilities: Assisting with financial reporting Assisting with operations reporting Calculating and monitoring Capex projects Managing overdrafts Managing loans and external debt Overseeing intercompany loans Overseeing shareholder loans Compiling Annual Financial Statements Coordinating tax planning activities Reviewing VAT Performing secretarial annual duties Maintaining and updating tree structures Maintaining and updating organograms Requirements Attention to detail – A keen eye for accuracy and consistency in financial reporting and operations. Adaptability – Ability to thrive in a fast-paced, dynamic environment and handle changing priorities effectively. Strong work ethic – Willingness to take initiative and go above and beyond to ensure tasks are completed to a high standard. Proactive mindset – Ability to anticipate needs and address challenges before they arise. Team player – Collaborative attitude, with a willingness to support and work alongside others to achieve common goals. Integrity – Strong ethical standards and the ability to handle sensitive financial information with discretion. Resilience – Ability to maintain performance under pressure and work effectively to meet deadlines. Excellent organizational skills – Capacity to prioritize tasks efficiently and manage time effectively. 

At Monocle, we believe work is more than just a job. It is a chance to make a difference in the world of finance. An opportunity to fulfil your potential. To make friendships with ambitious, positive, like-minded people. To gain invaluable industry experience and learn critical skills that will make you a highly sought-after management consultant. Monocle is a people-centric, independent consulting firm, specialising in banking and insurance. We understand that our greatest asset is our people and because of this, we do things a bit differently. Monocle’s Employee Value Proposition Monocle embraces an ongoing and active approach to amplifying the talents of our people, empowering them to unlock their full potential and feel fulfilled in their careers. Our vibrant culture thrives through our shared growth mindset, collaboration, support, and social connection, fostering a space where everyone can flourish. We are committed to continuous learning and provide ongoing technical training, industry certification support, and personal development opportunities through mentorship and executive engagement. Ultimately, we strive to create an environment that nurtures ambition, supports well-being, embraces diversity, upholds integrity, and inspires individuals to make a positive and lasting impact on the world around us. Monocle offers: Unparalleled growth and exposure – Monocle is uniquely positioned in the market to undertake projects across a wide spectrum of critical and exciting areas of the financial services industry. Our managers deliver mission critical projects at the most prestigious banks and insurers in Johannesburg, Cape Town, London and Amsterdam. Unlimited training and development – Investment in our people’s development is at the heart of Monocle’s company ethos. That is why we prioritise the upskilling of every employee. Unique and vibrant company culture – At Monocle, we believe friends work better together than colleagues. We love nothing more than partaking in a wide variety of activities through our company sponsored clubs. Ultra-competitive compensation – At Monocle, we want the best talent to join our team, so we understand that those individuals need to be recognised and rewarded for their true value. Monocle is looking for an experienced professional to join our team as a consultant. As a consultant at Monocle your main tasks and responsibilities will include: Develop and maintain finance reporting processes, focusing on key metrics for investments, life and general insurance products. Collaborate with business teams to gather and document reporting requirements. Assist in the operational transformation initiatives, modernising data capabilities, and reporting processes. Analyse financial data to identify trends and insights. Provide the requirements specification and design new investment management and administration systems. The successful candidate should: Hold a degree, with strong preference for a post graduate qualification. Have 5 years or more relevant experience in the Investments industry in a similar role. Hold a professional qualification in finance and risk management, such as CFA and/or FRM. Qualification Requirements: Degree in Mathematics, Statistics, Actuarial Science, Accounting, Economics. Experience Requirements: Minimum of 5 years of experience in insurance and asset management industry. Experience in business systems implementation initiatives. Good technical skills, including experience with tools such as SQL, SAS, Python and Business Intelligence applications. The ideal Monocle Consultantalso: Has an enquiring mind and is eager to learn and improve their professional skillset. Is able to work in a dynamic environment where one day never looks like another. Is enthusiastic in their approach to their work. Regards themselves as a high performer. Is an excellent communicator with exceptional verbal and written communication skills. Works well under pressure to meet client objectives. Is sociable and enjoys interacting with others, both at work and at social events. Works well independently and in a team. Recruitment Process: During the interview process, you will meet with different Monocle representatives – including both People and Culturerepresentatives and company executives – and demonstrate your cognitive abilities in various assessments. A critical aspect of the interview process will be determining whether Monocle will be a good fit for you and your career aspirations, so please come prepared with any questions you may have. If you have a passion for finance and problem-solving, a relevant qualification, and think you have what it takes to join a team of your smartest and most driven peers, start your Monocle journey today! The application process Assessment Test A 45-Minute, 60-questions, online competency assessment test. P&C Meet and Greet A personal meeting with People & Culture to get to know you and tell you more about Monocle. Executive interview To discuss your skills, business knowledge, experience, project fit and the role requirements. C-level Interview A discussion with either our CEO, COO or CFO on various topics. A final offer is made by the P&C team to the candidate. Take your career to the next level at a dynamic and innovative management consulting firm. *Please note that on clicking 'Apply Now' you will be redirected to our third-party career portal. #J-18808-Ljbffr

Recruitment Specialist | Executive Search, Candidate Screening, Industry Knowledge

Are you ready to take the next step in your career and lead a high-performing operations team in asset management? We’re seeking an experienced Investment Operations Manager to oversee and drive operational excellence across investment operations, client reporting, product governance, and supplier management.

What You’ll Do

• Lead and manage an integrated operations department covering investment operations, client reporting, fee collection, and supplier oversight.
• Design, implement, and maintain robust operational workflows and controls to ensure accuracy, efficiency, compliance, and scalability.
• Provide operational leadership on strategic initiatives and cross-functional projects.
• Oversee the implementation and management of new products across structures such as CIS, UCITS, PCCs, hedge funds, and segregated mandates.
• Manage supplier relationships, ensuring adherence to service-level agreements and overseeing onboarding and contractual arrangements.
• Supervise trading and settlement of local and offshore instruments, including equities, fixed income, derivatives, unlisted instruments, funds, and cash.
• Oversee corporate actions, proxy voting, risk reporting, and ensure operational risk monitoring, reporting, and mitigation.
• Maintain business continuity and disaster recovery plans.
• Lead, mentor, and develop operational staff while fostering a culture of accountability, collaboration, and continuous improvement.

What We’re Looking For

• Honours Degree in Finance, Investments, or a related field.
• Minimum 6 years’ experience in asset management operations, including at least 2 years in a leadership role.
• Strong knowledge of investment products, operational processes, and regulatory frameworks.
• Thorough understanding of CISCA, the Financial Markets Act, Pension Fund Act, FAIS, and the trade lifecycle for equity, fixed income, FX, derivatives, cash, and money market products.
• Proven experience in operational leadership, risk and compliance management, and people development.

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit the website below.

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information, contact: Specialist Recruitment Consultant

Seniority level

• Associate

Employment type

• Full-time

Job function

• Management and Finance

Industries

• Investment Management

#J-18808-Ljbffr

GRADUATE OPERATIONS ADMINISTRATOR - Investments

The Operations Administrator is responsible for supporting the operational infrastructure of the company. This includes client onboarding, account maintenance, compliance documentation, data entry, reporting, liaising with custodians/platforms, and assisting with internal systems and procedures. The ideal candidate will be highly organised, tech-savvy, detail-oriented, and able to work independently.

Responsibilities & Functions

• Client and Account Administration
• Assist with client onboarding including KYC/AML checks, account opening, and documentation.
• Process transfers of investments from other financial institutions.
• Handle account changes (address updates, beneficiaries, etc.).
• Coordinate with custodians and platforms to resolve administrative issues.
• Maintain accurate and up-to-date client records.
• Process client investment transactions (redemptions, additions, switches etc.).
• Coordinate with custodians, platforms, or fund managers to ensure timely and accurate execution of client investment transactions.
• Requesting and saving supporting documents for valuation purposes.
• Obtain source documents for annual tax reporting.
• Operational Support and Process Management
• Support directors and associates with meeting prep and follow-up tasks.
• Monitor workflows to ensure operational tasks are completed in a timely manner.
• Streamline operational processes to improve workflow efficiency.
• Compliance
• Assist with the company's audits.
• General Office Support
• Provide administrative support to directors and associates.
• Manage office supplies and vendor relationships when required.
• Arrange shipment and delivery of company and client related documents when required.
• Client Relationships
• Assist directors and associates with organising client gifts.
  

Salary

• R180,000 p/a CTC.
• Bachelor's degree (any discipline).
• No prior experience necessary - full training provided.
  
  

Qualifications

EXPERIENCE:

Ideal for a highly organised individual who is passionate about efficiency and eager to learn in a small- company environment.

Characteristics/Skill-set

Highly organised Attention to detail

Self-motivated Takes initiative

Willing to learn Problem solving attitude

Ambitious Great attitude

Takes responsibility and accountability for tasks

Other Requirements

• Own car required.

#J-18808-Ljbffr

Intermediate to Senior level Business Analyst (Hybrid Role)

Purpose of the job

The Business Analyst (BA) will be responsible for defining specifications for process and system enhancements, production support items and normal SDLC BA responsibilities, including systems testing. The role includes a component of production support.

Main duties and responsibilities

• Root-cause analysis and resolution of production support issues within agreed service level agreement (SLA)
• Requirements definition for process and system enhancements, Business as Usual (BAU) changes and production support items
• Being involved in system’s testing of both fixes and enhancements

Improving structures and processes within which the client solutions team operates

Ideal experience

• At least 3 years’ experience in Unit Trust and LISP (Discretionary and Life and Retirement Products) administration
• Good understanding of the end-to-end administration processes
• Experience in process improvements and process definition
• At least 5 years of formal business and process analysis experience
• Proven track record of driving and implementing improvements
• Software testing (at least 3 years’ experience as part of the BA competency)

Ideal Qualifications

• Relevant tertiary qualification or studying towards one
• Business analysis qualification (Diploma or higher)

Competencies and Ideal attributes

• Proven analytical and critical thinking skills
• Experience in the full range of business analysis competencies (BABOK)
• Keen attention to detail, passionate about exceptional client services
• Proactive, self-managed, a sense of urgency and outcomes driven
• Positive and Professional, with excellent communication and stakeholder management skills
• Unquestionable integrity

Software, Systems knowledge

Essential:

• Experience of full Microsoft office suite, including Advanced Excel and Visio or equivalent
• SQL experience

Desirable :

• Flexcube
• Bizagi
• Digiata

#J-18808-Ljbffr

Join to apply for the Credit Analyst (Investments) role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Credit Analyst (Investments) role at ExecutivePlacements.com - The JOB Portal

Get AI-powered advice on this job and more exclusive features.

Cape Town

Superb career opportunity with leading investment company for experienced analyst within the diversified credit space. Reporting to the Head of credit you will be responsible for all aspects of credit risk management for portfolio of investments focusing on credit analysis, modelling, review of legal documentation, and ongoing monitoring across both unlisted and listed credit investments.

Recruiter:

Set Consulting

Job Ref:



Date posted:

Wednesday, June 4, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Credit Analyst (Investments)

R1.2m - R1.3m

Cape Town

Superb career opportunity with leading investment company for experienced analyst within the diversified credit space. Reporting to the Head of credit you will be responsible for all aspects of credit risk management for portfolio of investments focusing on credit analysis, modelling, review of legal documentation, and ongoing monitoring across both unlisted and listed credit investments.

Key performance areas

• Counterparty and sector evaluation, legal analysis and instrument structuring and pricing.
• Preparation and presentation of credit/investment proposals to the relevant Credit/ Investment Committee(s).
• Ongoing and proactive monitoring of sector and counterparty developments and verbal and written communication of views and recommendations to key stakeholders to facilitate appropriate action.
• Review and negotiation of legal documents for approved investments for both unlisted and listed transactions.
• Relative quantitative and qualitative risk rating of counterparties and instruments in the various investment portfolios managed including the application of risk scoring methodologies.
• Maintain internal relationships with portfolio managers, debt originators, legal advisors and credit or investment committee members.
• Stakeholder interaction and relationship building, including interaction with external credit market participants, engaging with counterparties and clients.
• Develop an understanding of the credit market and potential investment opportunities and communication of views to key stakeholders.
  
  

Qualifications And Experience

CA or similar with minimum 3 -5 years experience in unlisted credit risk or debt origination preferably from one of the big banks or asset managers.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Advertising Services

Referrals increase your chances of interviewing at ExecutivePlacements.com - The JOB Portal by 2x

Sign in to set job alerts for “Credit Analyst” roles.

City of Cape Town, Western Cape, South Africa 1 week ago

Cape Town, Western Cape, South Africa 2 weeks ago

City of Cape Town, Western Cape, South Africa 3 weeks ago

City of Cape Town, Western Cape, South Africa 2 weeks ago

City of Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 1 month ago

City of Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 1 week ago

Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 3 days ago

City of Cape Town, Western Cape, South Africa 3 weeks ago

Pricing and Profitability Analyst (Corporate) - Cape Town

City of Cape Town, Western Cape, South Africa 4 hours ago

Crypto Investment Analyst Intern (Remote)

Cape Town, Western Cape, South Africa 10 months ago

City of Cape Town, Western Cape, South Africa 2 weeks ago

City of Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 6 days ago

Cape Town, Western Cape, South Africa 1 month ago

Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 1 month ago

Pinelands, Western Cape, South Africa 3 days ago

City of Cape Town, Western Cape, South Africa 4 weeks ago

Cape Town, Western Cape, South Africa 3 days ago

Financial Controls and Reconciliation Analyst

Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 2 days ago

City of Cape Town, Western Cape, South Africa 5 days ago

Cape Town, Western Cape, South Africa $600.00-$ hours ago

City of Cape Town, Western Cape, South Africa 2 weeks ago

Chief Registry Clerk: Registry Services, Ref No. EADP 14/2025

Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 3 days ago

City of Cape Town, Western Cape, South Africa 3 hours ago

Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

TheFinancial Advisor – Investments is responsible for providing expert investment advice and financial planning services to clients. This includes assessing clients’ financial goals and risk profiles, developing tailored investment strategies, and maintaining long-term advisory relationships. The Advisor must operate within the framework of the Financial Advisory and Intermediary Services (FAIS) Act and FSP compliance guidelines.The role is sales- and relationship-driven and requires deep product knowledge, client engagement skills, and strict adherence to compliance standards.

Key Responsibilities:

1. Investment Advisory & Client Consultation

• Conduct in-depth needs analyses and gather comprehensive client financial data.
• Provide appropriate investment advice aligned with the client’s goals, risk tolerance, and time horizon.
• Prepare financial plans and investment proposals using approved tools and platforms.
• Regularly review client portfolios and recommend adjustments based on market changes or life events.

2. Sales & Business Development

• Source and grow a client base through referrals, networking, cold calling, and marketing initiatives.
• Achieve individual sales targets and contribute to overall business objectives.
• Promote investment products including unit trusts, retirement annuities, tax-free savings, endowments, and discretionary investments.
• Attend prospecting events, investment seminars, and client functions where required.

3. Client Relationship Management

• Build and maintain long-term relationships with clients based on trust, service excellence, and consistent performance.
• Deliver ongoing communication and portfolio reviews to existing clients.
• Offer holistic financial planning by collaborating with internal specialists (tax, risk, estate planning) where applicable.
• Handle client queries and changes to investment accounts efficiently and professionally.

4. Regulatory Compliance & Record-Keeping

• Ensure full compliance with FAIS, FICA, and internal FSP policies and procedures.
• Complete and maintain accurate records of all advice provided, including signed Record of Advice (RoA), Risk Profile Assessment, and needs analysis documentation.
• Submit all compliance documents and reports to the relevant departments as required.
• Remain up to date with changes in legislation, markets, and product offerings.

5. Continuous Professional Development

• Meet all CPD (Continuous Professional Development) requirements as per FSCA guidelines.
• Attend training sessions, product launches, and regulatory updates as required.
• Remain current with financial markets, economic trends, and industry developments.

Required Skills and Competencies:

• Strong knowledge of investment products and financial planning principles.
• Excellent interpersonal and communication skills (verbal & written).
• Sales-oriented with the ability to close deals and build trust.
• Proficient in financial needs analysis, portfolio construction, and compliance procedures.
• High levels of integrity, professionalism, and confidentiality.
• Goal-driven, independent, and motivated.

Minimum Qualifications & Requirements:

• Matric (Grade 12) – Required.
• RE5 Certificate – Advantageous and should be obtained within 2 years of DOFA.
• Class of Business – Investments – Completed or in progress.
• NQF Level 5/6 in Wealth Management or related field – Advantageous.
• FSCA Registration as a Representative under an FSP – Required.
• Minimum of 2–5 years’ experience in financial advisory or investment sales.
• Valid driver’s license and reliable vehicle (if required for travel).

KPIs and Performance Metrics:

• Monthly and quarterly investment sales targets achieved.
• New clients onboarded and retained.
• Client satisfaction and engagement feedback.
• Compliance audit pass rate.
• Conversion rates of leads to appointments and deals.
• Timely submission of advice records and documentation.

#J-18808-Ljbffr