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, a...