Investment Officer - Head Office Pretoria

Job title Investment Officer

Reports to Investment Manager

Job Purpose

As an Investment officer you are to identify business opportunities and offer high interest

Fixed Term Deposit and Investment solutions to clients. Develop, grow, and manage

client relationship that will promote the financial interests of the institution.

Duties and responsibilities

• Offering high interest Fixed Term Deposits and Investment solutions to clients

and relationship management activities including customer service, relationship

reviews and retentions activities.

• Acquiring expanding and retaining clients and to ensure that sales targets are

achieved, whilst adhering to processes and procedures to ensure compliance.

• Establishes relationships with prospective individuals and corporate customers.

• Driving the sales process, offering creative ideas, and selling term deposit

products.

• Maintaining a database of prospective and current clients to include service

profiles, and current position in the sales cycles.

• Providing Clients Services with detailed and accurate documentation necessary

for high quality services implantations.

• Ensuring compliance with all laws and regulations.

• Managing the High Net worth individual and corporate customer portfolio.

Skills and attributes

• Qualification formally recognized under the FSCA’s regulatory framework - the

qualification must be listed on the FSCA’s recognized qualifications register. ( List

available)

• Passed FAIS Exams

• At least 5 years’ experience in fixed term deposit and investments in a banking

environment or in financial service sector.

• Strong communication skills and must be able to speak Afrikaans.

• Microsoft Office Suite skills

Competencies

Key competencies / Requirements

• Numerical skill

• Ability to work independently and as a team player with good people management

• skills.

• Composed and confident to interact with Clients

• Clear credit and criminal record.

• Ability to network and prospect.

• Perseverance and a go-getting attitude

• Innovative in nature

• An individual who is career committed to investments.

• The individual needs to possess the ability to build and maintain relationships, have

strong negotiation skills and be results focused Company Finbond Mutual Bank Location HQ Pretoria Gauteng Job type Full Time Category Other Career level Manager (Manager/Supervisor of Staff) Experience 3 - 5 Posted 31 August 2026 Closing date 14 September 2026