Investment Specialist

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Overview:

The investment specialist (IS) will report to the head of marketing and be responsible for actively identifying and establishing relationships with platform (LISP) business development managers, their business consultants and financial advisors. The focus is on business development throughout the Southern Cape, Eastern Cape and surrounding areas (Port Elizabeth based).

 

Duties:

  • Sales, Marketing and Relationship Building in the Asset Management Industry
  • To manage and develop relationships with platform (LISP) business development managers, their business consultants, financial advisors and direct clients
  • To maintain and grow business flows from IFA and direct clients
  • To ensure an understanding by platform (LISP) business development managers, their business consultants, financial advisors and direct clients of the philosophy and long-term goals of the business
  • To promote the business to platform (LISP) business development managers, their business consultants, financial advisors and direct clients.
  • To present to platform (LISP) business development managers, their business consultants, financial advisors and direct clients when required to do so, and to take responsibility for the efficient coordination of the events
  • To arrange and oversee the coordination of platform (LISP) business development managers, their business consultants, financial advisors and direct clients (In house/externally) venues, presentations, marketing material, etc.
  • To ensure the highest standard of service excellence for all business’s clients
  • To identify trends in the industry and to gather intelligence, and to take steps to ensure threats are countered, and opportunities are identified
  • To develop and maintain a strategic plan, and to execute against that plan
  • To solve and manage queries on an ongoing basis
  • To proactively report back to platform (LISP) business development managers, their business consultants, financial advisors and direct clients, on the tracking of all new business, queries, outstanding requirements, assets under management, and all ad-hoc requests
  • To respond to and resolve all platform (LISP) business development managers, their business consultants, financial advisors and direct clients’ ad hoc requests
  • To meet with and report progress made to management
  • To advise management of any incident that might compromise the values of the business
  • To keep and maintain a portfolio of evidence of all daily activities for presentation purposes to management
  • Work together with management on ad-hoc projects to further business development i.e. presentations, functions, etc.

Qualifications

  • Experience within the Asset Management / IFA markets
  • Strong presentation skills, ability to present to IFAs as well as direct investors
  • Exceptional people skills
  • Be able to build and manage business relationships with clients
  • Ability to network effectively
  • Must demonstrate knowledge and passion for investments
  • Incentive-driven
  • Opportunistic approach
  • Sales oriented, must demonstrate a desire and ability to sell
  • Be comfortable with a “mobile office” environment
  • Ambitious
  • Presentable
  • Self-starter, able to operate independently and manage time effectively
  • Energetic
  • Confident in dealing with people as well as presenting
  • Outgoing
  • EE and Non-EE Candidates may apply

Education:

  • B.Com Economics / Investment Management / Finance
  • CFP® an advantage

Package:

Industry Related Basic (Depending on the level of experience) + Performance-based bonus (At the discretion of management) + Cell phone, Laptop, 3G, Printer, Travel reimbursement

Social Work Internship (12 Month Ftc)

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Social Work Internship (12 Months FTC) opportunities for 1210 unemployed recently qualified Social Workers are available at our Client, Wits Health Consortium in ALL PROVINCES.

Background

In response to the Minister of Higher Education’s call to SETAs to avail funding to support the Health and Social Sectors during the COVID 19 pandemic, the HWSETA has made funding available to recruit 1210 recently qualified unemployed Social Workers to participate in a national internship programme.

In collaboration with the Department of Social Development, National Department of Health and Wits Health Consortium (Pty) Ltd as project manager, the Social Worker interns will be deployed at various health and social development centres in all 9 Provinces, to mitigate the social and health consequences of the pandemic.

Wits Health Consortium (Pty) Limited (“WHC”) is a wholly owned Company of the University of the Witwatersrand, Johannesburg (South Africa) under its Faculty of Health Sciences. WHC provides Faculty with a legal framework within which to operate the research and other activities necessary to support its academic objectives. In addition WHC offers a range of products and services to the Academics conducting these activities in order to assist with the management thereof.

Main purpose of the internship

  • To provide unemployed social work graduates with an opportunity to work alongside experienced social workers to gain practical and vital experience and insight into social issues, whilst providing social work services to health care and social development users.

Required minimum education and training

  • An accredited degree in Social Work (accredited with South African Council for Social Service Professions and the SAQA and Council for Higher Education).
  • Registered with SACSSP (registration assistance will be provided where needed).
  • Candidates must be South African Citizens.
  • Candidates must be unemployed.

Stipend

  • R 5 000 per month.

            In addition:

  • Personal protective equipment(PPE) will be provided.
  • Interns based at quarantine sites, will be provided with accommodation where needed.

Responsibilities:

The intern social worker will be supervised by a designated supervisor to perform the following responsibilities:

  • Provide crisis intervention and psychosocial support to health care users as needed.
  • Provide individual and/or group social work services for children, adolescents, elderly and persons with disabilities.
  • Provide support to staff in reporting suspected cases of abuse and neglect to the Department of Social Development.
  • Assist in identifying and linking clients requiring social support to social service agencies and follow up on applications made for social support.
  • Support the work of the Ward Based Outreach Teams.
  • Perform home visits and assessments as and when required.
  • Maintain ongoing communication with other service providers and social service agencies to ensure that services needed by health care users are provided.
  • Complete promptly, necessary records, forms and reports and maintain records as needed.
  • Continue professional growth by updating knowledge of current legislation, health and social development policies and current social work practices.
  • Coordinate food programmes and other support at community level.
  • Any other activities as identified by the provincial coordinators working in health and Department of Social Development

TO APPLY

  • Only if you do meet the minimum job requirements as mentioned above, you may submit a detailed updated CV – Please Apply Online
  • Please take note that the applicants who do not adhere to the above criteria will not be considered for the respective position.
  • The closing date for all applications is 03 June 2020.
  • AJ Personnel will only respond to shortlisted candidates and request the candidate via email to complete a link that will be send to them. Your ID document and CV will then have to be uploaded within this link.
  • Candidates who have not been contacted within two weeks of the closing date can consider their applications to be unsuccessful.
  • In accordance with our Employment Equity goals and plan, preference will be given to suitable applicants from designated groups as defined in the Employment Equity Act 55 of 1998 and subsequent amendments thereto.

Please note that AJ PERSONNEL is only responsible for the advertising and shortlisting of the candidates on behalf of their client Wits Health Consortium.

SCAM ALERT – PLEASE BE AWARE! NOT AJ PERSONNEL OR ANY REPUTABLE AGENCY NOR ANY CLIENT WILL ASK MONEY FOR INTERVIEWS. NO FEES WILL BE CHARGED FOR ANY INTERVIEWS OR OFFERING YOU A JOB!!! – DON’T BE SCAMMED!!!

 

for Rent. R 15 000 : R15 000 | 3 BEDROOM HOUSE FOR RENT IN ZEVENDAL, KUILSRIVER … South Africa Property Portal

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Price: R 15 000
Ref No: 891

in SOUTH AFRICA

R15 000 | 3 BEDROOM HOUSE FOR RENT IN ZEVENDAL, KUILSRIVER

   

Listing Features

  

Listing Description
    Zevendal Residential Estate bordering on Zevenwacht Wine Estate, situated on Stellenbosch Wine route. Offers 24 hour access control security, large open -space, park-like areas. A country ambience where cycling, jogging and strolling along the vineyards, while savouring view of Table Mountain, is part of daily living. Very accessible to Cape Town Int. Airport for the business traveller & M12 Stellenbosch arterial, several golf courses,equestrian facilities,shopping and entertainment facilities, wine farms with restaurants. Open plan living area. Kitchen with fitted gas hob and electric eye level oven. Scullery can accommodate dishwasher, washing machine and tumble dryer. Separate multi purpose room next to entrance hall. Living area leads to covered patio with braai. Guest toilet. Family bathroom with bath and shower. AVAILABLE: MID MARCH 2020 12 MONTH RENTAL AGREEMENT NO SMOKING INSIDE THE PROPERTY NO DOGS PERMITTED WATER, SEWERAGE, REFUSE REMOVAL AND ELECTRICITY TO BE PAID IN ADDITION TO RENT. (Pre-paid electricity) DEPOSIT OF R 22 500 ADMIN FEE R 1 750 (Once off) RENT PER MONTH – R 15 000
 
     

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for Sale. R 1 480 000 : … South Africa Property Portal

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Price: R 1 480 000
Ref No: 305

in SOUTH AFRICA

   

Listing Features

  

Listing Description
    Large property which consists of two offices, bathroom, kitchenette and large walk in safe.
Attached to the front buildings is a neat veranda which faces the street area.
The property has three large storerooms or warehouses at the back of the property with large roll up doors for offloading goods.
There are two coldrooms and machine room .
The foyer in front of the cold rooms is large and can be used as a store room.
At the moment the buildings are being used as a factory, office and storage.
At the back is two rooms with outside bathroom and toilet.
The entire property is enclosed with devil’s fork fencing
There is two entrances to the building. Large Property with many buildings
 
     

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for Rent. R 16 500 : R16 500 | 3 BEDROOM HOUSE FOR RENT IN EIKENBOSCH, KUILSRIVE… South Africa Property Portal

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Price: R 16 500
Ref No: 900

in SOUTH AFRICA

R16 500 | 3 BEDROOM HOUSE FOR RENT IN EIKENBOSCH, KUILSRIVER

   

Listing Features

  

Listing Description
    This spacious open-plan property, situated in Eikenbosch Estate Kuils River, offers everything that the growing family could wish for. The property of 795m² is completely walled, allowing kids and pets to have unrestricted movement around the property. The location of Eikenbosch Estate offers easy access to Stellenbosch, Somerset West and Cape Town International Airport via the M12 (Polkadraai Road).
A five minute drive takes one to Klein Zevenwacht Equestrian Estate with a grade RR, primary and high school on the premises. A modern pre-school is also situated virtually within walking distance from the estate.
With a Spar convenience outlet, a Checkers supermarket as well as a Woolworths Food Store just down the road, shopping excursions becomes a pleasure. The property offers the following: large lounge TV room dining area attractive kitchen separate scullery braai room, leading out to the large pool via stacking doors 3 bedrooms, all with laminated floors and built-in cupboards en-suite bathroom with corner bath and shower family bathroom with bath and shower double garage large pool In addition to rent, tenant pays: Water & basic water levy, sewerage, refuse removal, pre-paid electricity & home user electricity charge pool & garden maintenance AVAILABLE: 1 June 2020 Maximum 3 month rental agreement Deposit: R 25 000 Once-off admin fee: R 1 750 PLEASE NOTE: NO SMOKING INSIDE PROPERTY.
 
     

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for Rent. R 17 000 : R17 000 | 4 BEDROOM HOUSE FOR RENT IN ZEVENDAL, KUILSRIVER … South Africa Property Portal

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Price: R 17 000
Ref No: 428

in SOUTH AFRICA

R17 000 | 4 BEDROOM HOUSE FOR RENT IN ZEVENDAL, KUILSRIVER

   

Listing Features

  

Listing Description
    Zevendal Residential Estate is located within close proximity to Zevenwacht Wine Estate situated on Stellenbosch Wine route. The M12 and Zevenwacht Link road provides easy access to and from Stellenbosch. 24 Hour access control security, large open -space, park-like areas where children can play safely. A country ambience where cycling, jogging and strolling along the vineyards, while savouring one of the best views of Table Mountain, is part of daily living. Very accessible to Cape Town Int. Airport for the business traveller, several golf courses,equestrian facilities,shopping facilities, several wine farms with restaurants, Net-care hospital, gym, day care centres for small children and schools. All above provide a very convenient and attractive lifestyle!! Located in quiet close and bordering on park area. Separate lounge, open plan living and dining area with fire place which opens onto an enclosed covered patio with braai, overlooking garden and green space. Study Kitchen fitted with gas hob and electric oven, granite tops and prep bowl. Scullery – can accommodate washing machine, dishwasher and tumble dryer. Guest bedroom with en suite bathroom has own access door from exterior. 2nd bedroom with separate bathroom. Master bedroom, dressing room and en-suite bathroom are located upstairs together with 4th bedroom/playroom. Double garage with automated doors. All windows fitted with blinds. Alarm, Auto Irrigation Available 1st August 2020 Minimum 12 month rental agreement Deposit payable : R 25 000 Admin fee R 1 750 to be paid when signing lease (once off) In addition to monthly rent, tenant responsible to pay: Water, sewerage and refuse. Electricity on pre-paid meter. Garden maintenance. NO SMOKING INSIDE THE HOUSE.
 
     

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for Rent. R 18 000 : R18 000 | 3 BEDROOM HOUSE FOR RENT IN ZEVENZICHT, KUILSRIVE… South Africa Property Portal

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Price: R 18 000
Ref No: 235

in SOUTH AFRICA

R18 000 | 3 BEDROOM HOUSE FOR RENT IN ZEVENZICHT, KUILSRIVER

   

Listing Features

  

Listing Description
    Zevenzicht Residential Estate within close proximity to the Zevenwacht Wine Estate situated on Stellenbosch Wine route offers 24 hour access control security, open -space, park-like areas where children can play safely. A country ambience where cycling, jogging and strolling among the vineyards, while savouring one of the best views of Table Mountain, is part of daily living. The Bakwena Day spa is within 5 minute drive on the Zevenwacht Wine Estate. All this makes for a very attractive lifestyle !! A link road between Langverwacht Road and the M12 Stellenbosch arterial gives direct access to and from Stellenbosch, surrounding wine farms with restaurants and CPT Int. airport for the business traveller. Spacious lounge with air condition, dining room, stunning kitchen with granite tops, gas hob, double oven, room for large fridge and freezer combo, scullery can accommodate dishwasher, top loader washing machine, tumble dryer. 2nd living room or studio/study area fitted with air condition. Covered patio with braai overlooking a splash pool and enclosed garden. 3 Bedrooms, carpeted with built in cupboards 2 bathrooms (mes) Double garage, direct access, remote control. In addition to rent tenant pays: Water & basic water levy, sewerage, refuse removal and electricity home user charge Pre-paid Electricity AVAILABLE: 1 June 2020 MIN. 12 MONTH RENTAL AGREEMENT Deposit: R 27 000 Once off admin fee: R 1 750 PLEASE NOTE: NO SMOKING INSIDE PROPERTY.
 
     

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for Sale. R 1 700 000 : … South Africa Property Portal

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Price: R 1 700 000
Ref No: 259

in SOUTH AFRICA

   

Listing Features

  

Listing Description
    Low Maintenance 4 bedroom home with 2 bathrooms, (main en suite) open plan tiled lounge/dining room and kitchen with eye level oven and hob.
Under cover entertainment area with built in braai and bar., Pool, d/garage. Enclosed garden.
 
     

for Sale. R 1 595 000 : 2 BEDROOM APARTMENT / FLAT FOR SALE IN SANDOWN, SANDTON… South Africa Property Portal

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Price: R 1 595 000
Ref No: 164

in SANDOWN, SANDTON, SOUTH AFRICA

2 BEDROOM APARTMENT / FLAT FOR SALE IN SANDOWN, SANDTON

    

Listing Features

  

Listing Description
    Excellent Location – In the heart of Sandton
Perfect investment opportunity.
This FIRST FLOOR apartment offers 2 large bedrooms with large cupboard space, 1 bathroom (shower only), blinds fitted to window. Stunning open plan lounge, dining room, and kitchen (blinds fitted to kitchen window). The kitchen has space for 1 appliance and a standard fridge. Lots of cupboard space. Parquet flooring throughout. Secure basement parking. All of this situated in beautiful communal gardens with access controlled entry. Perfect lock-up & go.