Fund Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Momentum Investments Full time

Introduction

  • Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.
    Role Purpose
  • Curate Investments is a new asset management firm with a range of local and global unit trust funds. The role of the Fund Specialist will be to drive sales and brand awareness, maintaining and increasing net flows into the local and global (both hard currency and local rand denominated funds) Curate funds. This role requires a high degree of professionalism, selfmanagement, integrity, and drive, with a strong focus on delivering results and promoting the firm's values.
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Please be advised that there are 2 positions available, one based in Cape Town and the other in Durban.

Requirements:

  • Bachelor's Degree in Finance or Investment
  • CFA (with any levels or all 3) or equivalent investment background
  • 5 years' experience in Collective Investments environment
  • Experience in Unit Trust specialisation
  • Exceptional engagement and negotiation skills
  • Investment markets experience
  • Based in Cape Town or Durban
,,,

Duties & Responsibilities

  • Growth and retention of assets:
  • Develop strategies to maintain positive net flows and mitigate the impact of redemptions.
  • Implement distribution strategies to enhance net flows through internal and external advice channels.
  • Provide support to Momentum Distribution Services (MDS), where appropriate, to drive additional sales into funds through their clients.
  • Develop and execute strategies to bolster support with Discretionary Fund Managers (DFMs) and multimanagers.
  • Sales and Brand Promotion:
  • Develop and implement unique strategies to enhance brand visibility and support of clients.
  • Collaborate with marketing and communications teams to craft compelling messaging and promotional materials.
  • Represent the firm at industry events, seminars, and other public forums.
  • Collaborate with industry partners and clients to drive awareness of brand in unique areas.
  • Client Relationship Management:
  • Drive client service delivery to align with predefined standards, ensuring exceptional pre
- and after-sales service.

  • Show care at every client touchpoint to deliver an outstanding client experience.
  • Build and maintain relationships with key clients, ensuring high levels of satisfaction and engagement.
  • Host and manage client meetings and events.
  • Monitor, analyse, and report on industry and regional trends to contribute to strategic planning.
  • Professional Development and thought leader:
  • Provide feedback to the business on market developments and trends to continually improve service offerings.
  • Team fit:
  • A "cando" attitude, demonstrating initiative and optimism in achieving goals.
  • Foster strong teamwork, collaborating effectively with colleagues to achieve common objectives.
  • Exhibit resilience in overcoming challenges and maintaining momentum under pressure.
  • Promote and embody the organisation's values: Accountability, Diversity, Excellence, Innovation, Integrity, and Teamwork.

Competencies

  • The ability to articulate complex information to a wide range of clients.
  • A good listener with great communication skills.
  • Proven Dealmaker
  • A proactive selfstarter with the ability to multitask and work under pressure.
  • High integrity and professionalism.
  • Selfmotivated with a strong drive to succeed.
  • Innovative thinker with a strategic mindset.
  • Ability to work independently and in a team environment.
  • Commitment to continual improvement and learning.
  • Ambitious and results driven.

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