Investment Distribution Specialist
7 days ago
An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.
As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial advisors and implementing their business sales and growth strategy.
Success in this role will be measured by your ability to drive sales growth, enhance the firm's market profile and effectively implement the business's sales strategies.
Key qualifications and experience required for the Investment Distribution Specialist
- Bachelor's degree in Finance or Investments
- CFP / CFA (any or all three levels complete) or equivalent
- Minimum 5 years' experience in Investment Distribution
- Demonstrated success in business development initiatives
- Strong, established connections with IFAs and key stakeholders within the distribution channel
Key duties of the Investment Distribution Specialist:
- Develop and execute the distribution strategy to drive net flows into the offerings
- Collaborate with the Head of Distribution to achieve sales targets and support the DFM and Investment Consulting value proposition across various platforms
- Equip sales channels with the knowledge and tools needed to effectively present the business's capabilities
- Represent the company at industry events, conferences, and investment panels to enhance brand visibility and credibility
- Work alongside Marketing to organise events and campaigns aimed at growing the company brand and increasing assets
- Analyse market trends and utilise insights to drive asset transition into solutions
- Develop content that supports financial advisers and facilitates their transition into portfolios
- Drive and deliver on purpose and strategy
Key personal skills:
- Exceptional engagement and communication skills
- Ability to build and maintain relationships effectively
- Innovative problem-solving and sales acumen
- Strong teamwork and collaboration abilities
If you are passionate about driving growth in investment solutions and have a strong background in investment distribution, please reach out for a further conversation to learn more about this exciting opportunity.
About the job
Contract Type: FULL_TIME
Focus: Investment Management
Workplace Type: Hybrid
Experience Level: Senior Management
Location: Cape Town
Salary: Negotiable
Job Reference: K1YYST-FE64F825
Date posted: 16 March 2025
Consultant: Tiegan Stevens
#J-18808-Ljbffr-
Investment Distribution Specialist
3 days ago
Cape Town, Western Cape, South Africa Robert Walters Full timeJob title : Investment Distribution SpecialistJob Location : Western Cape, Cape TownDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town. As the Investment Distribution Specialist within this...
-
Investment Specialist
2 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeOur client is a well-established and reputable asset management company. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...
-
Senior Investment Distribution Professional
7 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeJob Summary:This is an exciting opportunity for an experienced Investment Distribution Specialist to join our team in Cape Town. We are looking for someone who can drive sales growth, enhance our market profile, and effectively implement our sales strategies.Key Qualifications and Experience:Bachelor's degree in Finance or InvestmentsCFP / CFA (any or all...
-
Investment Professional
7 hours ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking a seasoned Investment Professional to join our client's esteemed distribution team. This role presents an exceptional opportunity for individuals with a strong investment background to engage with clients and prospects, drive business growth, and contribute to the company's asset management success.Key...
-
Portfolio Specialist
7 hours ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is recruiting a Portfolio Specialist to join our client's distribution team. This role requires a high level of investment expertise, excellent communication skills, and the ability to work collaboratively with internal stakeholders.Main Responsibilities:Develop and implement tailored content strategies to meet client...
-
Investment Solutions Expert
2 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAt Aquarius Specialist Recruitment, we are seeking a highly skilled Investment Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as...
-
Investment Growth and Development Specialist
7 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeAbout the Position:We are seeking a highly motivated and experienced Investment Distribution Specialist to join our dynamic team. As a key member of our business, you will be responsible for developing and executing our distribution strategy to drive net flows into our offerings.Key Skills and Qualifications:Exceptional engagement and communication...
-
Investment Sales and Strategy Lead
7 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeJob Description:The Investment Distribution Specialist will work closely with our Head of Distribution to develop and execute the distribution strategy, drive sales growth, and enhance our market profile.Key Responsibilities:Develop content that supports financial advisers and facilitates their transition into our portfoliosDrive and deliver on purpose and...
-
Cape Town, Western Cape, South Africa C40 Cities Full timeAbout the Role:The Investment Distribution Specialist will play a pivotal role in taking our message to the market, building relationships with distribution channels and financial advisors, and implementing our business sales and growth strategy.We are seeking an experienced professional with a strong background in investment distribution, passion for...
-
Distribution Centre Specialist
7 days ago
Cape Town, Western Cape, South Africa Peoplefinder Career Placements Full timeDistribution Centre Specialist Wanted at Peoplefinder Career Placements!About the PositionWe are currently seeking a highly skilled Distribution Centre Specialist to join our team. As a key member of our operations team, you will be responsible for managing the flow of goods into and out of our distribution centres.The ideal candidate will have:A degree in...
-
Investment Solutions Specialist
2 days ago
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeRole OverviewEfficient Frontier Recruitment is seeking an investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service.The ideal candidate will possess strong technical skills, excellent communication abilities, and the capacity to work independently under pressure.Key...
-
Investment Portfolio Specialist
7 days ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeThis role requires an experienced Investment Portfolio Specialist to analyze and evaluate investment opportunities, ensuring alignment with client fund objectives.Key Responsibilities:Investment Research: Conduct thorough research on potential investments, including industry, economic, and company-specific analysis.Portfolio Management: Develop and maintain...
-
Financial Services Specialist
2 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking a Financial Services Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as such you have...
-
Investment Reporting Specialist
2 days ago
Cape Town, Western Cape, South Africa Monocle Solutions Full timeAbout the PositionWe are seeking an experienced Investment Reporting Specialist to join our team at Monocle Solutions. As a key member of our finance department, you will play a critical role in developing and maintaining finance reporting processes, focusing on key metrics for investments, life, and general insurance products.Your primary responsibilities...
-
Crypto Investment Specialist
2 days ago
Cape Town, Western Cape, South Africa Token Metrics Full timeAt Token Metrics, we are seeking a skilled Crypto Investment Specialist to play a key role in identifying and evaluating emerging cryptocurrencies and Web3 projects with high growth potential. As part of our investment team, you will be responsible for conducting in-depth market research, analyzing financial data, and developing contrarian investment...
-
Investment Analysis Expert
2 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeThe successful candidate will be responsible for delivering high-quality portfolio analysis and support to the Head of Portfolio Analytics and Implementation. To succeed in this role, you will require strong analytical skills, attention to detail, and excellent communication skills.Responsibilities:Work closely with Portfolio Managers to deliver meaningful...
-
Retail Investment Director
6 days ago
Cape Town, Western Cape, South Africa M&G Investments Full timeKey ResponsibilitiesThe successful candidate will be responsible for:Developing and maintaining strategic relationships with key retail clientsBuilding and executing business strategies to drive growth and revenueAnalyzing local and global retail industry trends and identifying opportunities for growthCollaborating with our distribution teams to ensure...
-
Institutional Investment Expert
2 days ago
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeInvestment Consulting ServicesAt Efficient Frontier Recruitment, we seek an accomplished investment professional to manage a portfolio of institutional clients and provide bespoke investment consulting services.The successful candidate will be responsible for delivering high-quality client service, conducting research, and collaborating with clients to...
-
Property Investment Specialist
5 days ago
Cape Town, Western Cape, South Africa Tumaini Full timeUnlock Your Potential as a Property Investment SpecialistTumaini is a leading Property Investment Group in South Africa, dedicated to empowering ambitious financial planners to take their careers to the next level. With our unique market advantage, you'll have access to exclusive opportunities that can transform your professional journey.What Sets Us...
-
Banking and Investment Support Specialist
2 days ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeAbout the JobThis exciting opportunity has arisen for an experienced Banking and Investment Support Specialist to join our dynamic family office company. As a key member of the team, you will be responsible for delivering exceptional client service and supporting the Banking and Investment Support function.Key Responsibilities:Maintaining accurate records of...