Investment Specialist – Pretoria
2 weeks ago
Job Description Main duties and responsibilities Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Pretoria as well as outlying areas within Gauteng Preparation of regular communication to clients including reporting and explanation of performance. Growing assets from existing clients and identifying new avenues for business for Our Client. Communication 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 Our Client's 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. Maintain and constantly update client database through effective use of MIS system. Ideal qualifications / skills Related tertiary qualification(s) - commerce or legal qualification essential. Certified Financial Planner (CFP) an advantage – required if candidate is appointed. Strong presentation skills – ability to present to IFA’s as well as endinvestors. Good negotiating skills. Be able to build and manage business relationships with clients. Ability to network effectively. Ability to service Afrikaans speaking IFA’s and clients. Ideal experience Minimum 6-8 years of work experience ideally within the assetmanagement, IFA, insurance or linked product markets, but all related experience will be considered. Systems knowledge MSOffice. Virtual communications platforms (MSTeams and Zoom an advantage). Client databases experience an advantage. Competencies and ideal personality attributes Must demonstrate a knowledge and passion for investments. Incentive driven with an opportunistic approach. Sales oriented – must demonstrate a desire and ability to sell. Credible. Presentable. Self-starter – able to operate independently and manage time effectively. Confident in dealing with people as well as presenting. Most important attribute Ability to establish and maintain profitable relationships with clients. Check Your Resume for Match Upload your resume and our tool will compare it to the requirements for this job like recruiters do. #J-18808-Ljbffr
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