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Investment Specialist
Job in
Pretoria, 0002, South Africa
Listed on 2026-01-25
Listing for:
Coronation Fund Managers
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.
- Client visits including presentations to groups of clients and broker networks sometimes accompanied by an investment manager – servicing a client base situated in Pretoria as well as outlying areas (approximately 60/40 split, outlying areas may include Free State / Northern Cape / Northwest / Mpumalanga / Limpopo)
- Preparation of regular communication to clients including reporting and explanation of performance.
- Growing assets from existing clients and identifying new avenues for business for CFM.
- Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
- Pro-actively analyze client's business to determine suitability of Coronation funds for their requirements.
- Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
- Must be in a position to discuss financial planning concepts with clients.
- Maintain and constantly update client database through effective use of MIS system.
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