Investment Consultant | Sandton

3 months ago

Sandton, South Africa The Recruitment Council Full time

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.

Key Responsibilities:

  • Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
  • Build and strengthen relationships with distribution partners such as LISPs.
  • Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
  • Engage clients through meetings, events, roadshows, and conferences.
  • Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
  • Collaborate with marketing on product launches, campaigns, and flagship funds.
  • Contribute strategic input to new product launches and provide commercial insights.
  • Represent the company with professionalism in all engagements and foster cross-selling opportunities.
Attributes & Experience:

  • Proven track record in client engagement and business development.
  • Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
  • Comfort in handling technical investment and market-related discussions (or a willingness to learn).
  • Minimum 7 years of relevant experience.
  • Proficient in PowerPoint, Excel, and CRM systems.
  • Curious, proactive, and growth-minded with a passion for customer service.
  • Resilient, results-driven, and committed to delivering high performance.
  • Strong communication skills with a collaborative approach.

Qualifications:

  • Minimum of 7 years of experience in the industry.
  • Proven success in academic and career achievements.
  • Degree in business, finance, or investments (minimum 3 years).
  • Enthusiastic about working for a brand that is reshaping the financial services industry in South Africa.
  • This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.

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