This site uses cookies. By browsing this site, you agree to our use of cookies. Read more about our use of personal information on our Privacy Policy. x

Investment Specialist

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 Port Elizabeth.  An awesome career opportunity awaits!

 

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
  • Ambitious
  • 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

Get Alerts
 

To apply for this vacancy please access this job advert on a desktop computer.

Apply for other Jobs on Job Mail.