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Fund Specialist

4 months ago

Cape Town, South Africa Network Recruitment Full time
Working with funds is "fun" right? Well, I am calling all Fund Specialists as we are recruiting a role at an insurer that has your interests as number 1.

The Fund Specialist will be responsible for driving sales and brand awareness, as well as maintaining and increasing net flows into both local and global Curate funds (denominated in hard currency and local Rands). This role demands a high level of professionalism, self-management, integrity, and determination, with a strong emphasis on achieving results and upholding the firms values.

Some of the duties and responsibilities include:
  • Growth and retention of assets
  • Sales and brand promotion
  • Client Relationship management
  • Market Research

Education and Job Requirements:
  • Bachelor's Degree in Finance or Investment
  • CFA (any level or all three), CFP, CIPM or equivalent investment background
  • 5 years of experience in the collective investments sector
  • Specialization in unit trusts
  • Excellent engagement and negotiation skills
  • Experience in investment markets
  • Based in Cape Town or Durban

Apply now