Fund Specialist

Yazoo Recruitment • johannesburg, gauteng • Posted June 27, 2026

About the Role

Fund Specialist required in Midrand, Johannesburg.

We are seeking a Fund Specialist with a B.Com or Investment related Degree and minimum 2 years’ Financial Services Industry experience.

Preferably in Sales or Financial Planning and an understanding of Unit Trusts.

Required to develop and maintain relationships with FA’s for an Asset Management Company.

Minimum requirements:

  • B.Com Investment or similar degree essential
  • Minimum 2 years’ Financial Services experience, preferably in a Sales or Financial Planning role and an understanding of Unit Trusts, required
  • Established advisory relationships will be advantageous
  • Understanding of the SA and global macro economic environment required

Responsibilities:

  • Develop and maintain relationships with Financial Advisers
  • Fund Specialist responsibilities and marketing range of Unit Trust Funds to Retail Multi M...