Investment Specialist
5 months ago
**Job Advert Summary**:
**Minimum Requirements**:
**Formal Qualification**:
- Bachelor’s degree in commerce or related field essential.
- CFP and/or investments related honours degree an advantage.
- RE5.
**Experience**:
- At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
- Discretionary Fund Manager’s and/or multi management experience would be advantageous.
**Interpersonal and Intrapersonal Skills**:
- Technical knowledge about investments, investment industry & trends.
- Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
- Demonstrable training delivery skills are essential.
- Self-discipline to work unsupervised and to maintain CRM system.
- Resilience and Tenacity.
- Strong presentation skills.
- Relationship management - networking.
- Communication - verbal & written.
- Performance driven.
- Innovative thinking and problem-solving.
**Duties and Responsibilities**:
**Key Responsibilities**:
- Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
- Identify and develop strategic partnerships to leverage new opportunities.
- Position PPS Investments as the niche LISP for intermediaries in your region.
- Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
- Provide PPS head office with detailed reporting on leads and opportunities.
- Excellent client services, including proactive response to intermediary needs.
- Supply intermediaries with accurate investment, product, fund, service and investor information.
- Training and developing the intermediary and support staff.
- Supporting investment projects and campaigns, with the ability to deliver investment presentations.
- Participating in investment product implementation.
- Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
- Regular formal report backs to PPS Investments management.
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