Investment Specialist Retail-ashburton
2 weeks ago
About us, purpose, experience and qualifications
**about us**:
**purpose**:
- The purpose of the Investment Specialist Retail is to form part of the intermediated sales function for Ashburton Investments focusing on the client group, independent financial advisors. The Investment Specialist will ensure Ashburton’s value proposition is appropriately positioned within the respective client group and will focus on broadening and strengthening Ashburton’s scope and reach. The Investment Specialist Retail will be responsible for equipping clients with the necessary information to make informed investment decisions relating to the company, this will include but is not limited to; championing the information shared on Ashburton’s solution, developing, supporting and maintaining relationships and identifying and pursuing new distribution opportunities.**experience and qualifications**:
- Bachelor’s degree in finance or Accounting or Actuarial Science or Risk or Mathematics or Economics or Investment Management
- A Post-Graduate Diploma in Financial Planning (CFP) and/or a CFA or studying towards it will be advantageous
- An Honours degree would be advantageous
- A minimum 3 to 5 years’ experience in Retail Distribution at an asset management or LISP company.
- Experience in client-facing role (working with financial advisers)
- An in-depth understanding of the CIS and LISP industries.
- An in-depth understanding of the investment market (economies, stocks, asset allocation etc)
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