Investment Specialist

About the role

Our client, a leading wealth‑management boutique, is looking for an Investment Specialist to join their high‑performance team in Johannesburg. The role focuses on delivering tailored investment solutions to high‑net‑worth clients while supporting the firm’s growth strategy.

Key responsibilities

• Develop and manage customised investment portfolios for high‑net‑worth individuals.
• Conduct in‑depth market and security research to inform investment recommendations.
• Engage directly with clients to understand their objectives and communicate performance.
• Collaborate with internal analysts and advisors to ensure cohesive wealth‑creation strategies.

Required profile

• 3–8 years of experience in investment management, research, or wealth advisory.
• Strong analytical ability with a proven track record in portfolio management or investment research.
• Excellent communication and client‑engagement skills.

Required skills

• CFA Charterholder or minimum CFA Level II.

What we offer

• Opportunity to work with a reputable boutique firm.
• Direct interaction with high‑net‑worth clients and exposure to sophisticated investment strategies.
• Collaborative environment with clear pathways for professional growth.