Investment Specialist

3 weeks ago

Pretoria, South Africa Coronation Fund Managers Full time

Closing Date / 10 / 31Reference NumberCOR Job TitleInvestment Specialist - PretoriaJob Type ClassificationPermanentLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityPretoriaJob DescriptionSupport the sale of CFM's retail products through linked product providers, broker consultants and financial advisers.Duties and ResponsibilitiesClient visits including presentations to groups of clients and broker networks sometimes accompanied by an investment manager – servicing a client base situated in Pretoria as well as outlying areas (approximately split, outlying areas may include Free State / Northern Cape / Northwest / Mpumalanga / Limpopo)Preparation of regular communication to clients including reporting and explanation of performance.Growing assets from existing clients and identifying new avenues for business for CFMmunication and management of client accounts – starting with a client base of varying sizes and growing over time.Pro-actively analyze client's business to determine suitability of Coronation funds for their requirements.Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.Must be in a position to discuss financial planning concepts with clients.Maintain and constantly update client database through effective use of MIS systemIdeal ExperienceMinimum 3-5 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.Ideal QualificationsIdeal Qualifications and SkillsRelated tertiary qualification(s) - commerce or legal qualification essentialCFP an advantage – required if candidate is appointedStrong presentation skills – ability to present to IFA's as well as end investorsGood negotiating skillsBe able to build and manage business relationships with clientsAbility to network effectivelyAbility to service Afrikaans speaking IFA's and clients with good written and spoken Afrikaans communication skillsMost Important AttributeAbility to establish and maintain profitable relationships with clients.Systems KnowledgeMSOfficeVirtual communications platforms (MSTeams and Zoom an advantage)Client database experience an advantage #J-18808-Ljbffr

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