Investment Specialist

Headhunters

Johannesburg, South Africa, Gauteng, ZA

5d ago

TOP JOB ALERT : Our blue chip client is currently looking for the very best and brightest talent to join their team. They are currently looking to employ and Investment Specialist in Johannesburg.

The investment specialist (IS) will report to the head of distribution and be responsible for actively identifying and establishing relationships with platform (LISP) business development managers, their business consultants and financial advisers.

Responsibilities :

Sales, Marketing and Relationship Building in the Asset Management Industry

Manage and develop relationships with platform (LISP) business development managers, their business consultants, financial advisers and direct clients

Maintain and grow business flows from IFA and direct clients

To ensure an understanding by platform (LISP) business development managers, their business consultants, financial advisers and direct clients of the philosophy and long term goals of Asset Management company.

To promote the Asset Management company and the products and services to platform (LISP) business development managers, their business consultants, financial advisers and direct clients.

Do presentations to platform (LISP) business development managers, their business consultants, financial advisers and direct clients when required to do so, and to take responsibility for the efficient coordination of the events

Arrange and oversee the coordination of platform (LISP) business development managers, their business consultants, financial advisers and direct clients (In house / externally) venues, presentations, marketing material, etc.

To ensure the highest standard of service excellence for all Asset Management’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

Solve and manage queries on an ongoing basis

To proactively report back to platform (LISP) business development managers, their business consultants, financial advisers 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 advisers 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 company.

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.

WHO ARE WE LOOKING FOR?

Strong presentation skills, ability to present to IFA's as well as end investors

Exceptional people skills

Be able to build and manage business relationships with clients

Ability to network effectively

Must demonstrate a 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

Presentable

Self-starter, able to operate independently and manage time effectively.

Energetic

Confident in dealing with people as well as presenting

Qualifications and Experience :

Related Tertiary Qualification(s) B.Com Economics / Investment Management / Finance

CFP an advantage

Experience within the Asset Management / IFA markets

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