Graduate Investment Analyst

Minimum Requirements: Bachelor's Degree in Marketing, Finance, or Investment Management Achieved 70% or higher in Mathematics Valid South African Drivers Licence Strong interest and passion for financial markets and investments Confident, professional, and outgoing personality Highly organised with strong attention to detail Excellent communication and interpersonal skills Key Responsibilities: As part of the graduate programme, you will gain valuable exposure to the financial advisory environment and support client-focused initiatives across the business. Your responsibilities will include: Providing client-facing support to the advisory team Managing and maintaining client information on the CRM system (Wealthbox) Assisting with client communications and relationship management Coordinating meeting preparation, documentation, and follow-ups Supporting the creation of client presentations, proposals, and pitch materials Assisting with planning and coordinating client events Ensuring s...