Investment Specialist
2 weeks ago
Leader in the asset management environment requires a brand champion to develop, support and maintain current base of bulk channel clients as well as continuously identify new distribution opportunities.
Utilise your CFA/CFP qualification plus 5 years' experience in retail distribution within an asset management or LISP company.This role will suit an autonomous and strategic individual that has exceptional client engagement skills and the ability to service the firm's top tier clients.
Hybrid working model with extensive local travel to clients.Job Type:
Permanent
Salary:
R750, R850,000.00 per year
Application Question(s):
- Do you have a CFA or CFP qualification?
- Do you have a minimum of 5 years' experience in retail distribution of investment products?
- Have you worked in an asset management or LISP environment?
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