Specialist

2 weeks ago

Johannesburg, Gauteng, South Africa Allan Gray Full time

Main Purpose of the Investment Specialist Role:

  • The individual will be responsible for servicing clients mainly in Pretoria, North West and Johannesburg and will be required to travel nationally on a regular basis.
  • The bulk dealer clients include:
  • Financial advisers that support Third-Party platforms both Tied Agents, Bank Agents and Independent Financial Advisers
  • Distribution teams of Third-Party platforms
  • Distribution teams within Allan Gray
  • Retail Multi-Managers
  • Research teams responsible for platform buy lists
  • Other small corporate clients (e.g. Pension funds)

Responsibilities:

  • Build and maintain relationships with the bulk dealer channel clients;
  • Develop and implement servicing strategy to promote Allan Gray and Orbis unit trusts;
  • Assess and follow through on potential distribution opportunities (using both strong analytical and networking skills);
  • Be an investment champion with a deep technical understanding of Allan Gray and Orbis funds;
  • Ensure that key decision makers are kept informed and updated on funds;
  • Take responsibility for the servicing of the client, including answering of queries, due diligence questionnaires and presentation requests arising from these clients;
  • Produce written responses to client queries and write articles on an adhoc basis;
  • Take ownership of the ongoing maintenance of CRM system;
  • Produce clientspecific reports on an adhoc basis;
  • Have a sound understanding of markets and individual shares;
  • Provide investmentrelated support to the Distribution teams;
  • Perform research and provide relevant educational content from time to time;
  • Acquire deep understanding of Bulk channel and clients;
  • Deal appropriately and timely with client/business partner queries;
  • Perform ongoing competitor research on funds and products on a regular basis to ensure better internal awareness and understanding;
  • Take responsibility for events, and where relevant liaise with Marketing/Events team. (e.g., Adviser and Client Presentations, Due Diligence visits, Road Shows,).

Experience and Qualifications:

  • Relevant business degree (CFA/CFP preferable), and
  • Minimum 5 years' experience in Retail Distribution at an asset management or LISP company.
  • Experience in clientfacing role (working with financial advisers)
  • An indepth understanding of the CIS and LISP industries.
  • An indepth understanding of the investment market (economies, stocks, asset allocation etc)
  • Sound understanding of Allan Gray products and funds.

Key Attributes and Competencies:

  • Be a very strong selfmanager, be selfmotivated and selfdisciplined;
  • Act as a brand ambassador and display consistent high levels of professionalism in personal conduct;
  • Strong industry knowledge, keeping on top of trends and the regulatory environment;
  • Have a sound understanding of and passion for financial markets and individual shares;
  • Be an investment champion with a deep technical understanding of Allan Gray and Orbis funds;
  • Ability to present to large audiences on technical investment content;
  • Exceptional client engager, with the ability to build and maintain strong and meaningful client relationships;
  • Passionate about providing the highest level of service;
  • Excellent work ethic;
  • Excellent time management and problemsolving skills;
  • Resilient and longterm oriented;
  • Allan Gray brand ambassador and client service champion;
  • Team player and strong contributor to culture;
  • Be confident, articulate and energetic;
  • Be accurate and thorough;
  • Highest standards of ethics and integrity, and be able to manage confidential information and sensitive relationships;
  • Excellent interpersonal skills friendly and diplomatic nature, and the maturity to handle high level negotiations;
  • Excellent verbal and written communication skills and the ability to communicate technical concepts in an easily understandable way;


 Advanced
  • MS Excel, Word and PowerPoint.

Location:

  • Johannesburg
    Motivational Letter:

Closing Date:

  • 24 February 2023

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