Investment Specialist

7 months ago


Johannesburg, South Africa Moving Heads Personnel Full time

**EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY IS ESSENTIAL**
- Meet sales targets on products and platforms.
- Ensure number and quality of sales activity are attained - minimum of 3 visits per day.
- Build and maintain internal stakeholder relationships - business focused.
- Build and maintain external client relationships - adviser, assistant and client focused.
- Manage and drive flows and revenue - retain existing assets, increase net new assets.
- Support the administration and client service departments.
- Manage and drive client and adviser events in the region.
- Provide training and support to distribution network on all systems, processes, services, products, and key business initiatives.
- Increase and/or maintain sales activity - including events, training, office visits.
- Drive new business and ensure retention of existing business.
- Monitoring feasibility of new business.
- Brand building and networking.
- Grow net flows to products and platforms.
- Managing enquiries on products, systems, and services.
- Maximise identified opportunities.
- Provide reports on activity to management.
- Take responsibility for admin correctness, adherence to service level agreements, accurate execution of business.
- Develop business/sales plan and strategy.
- Follow up on leads, opportunities identified and key business initiatives.
- Take responsibility for client presentations and proposals.
- Technical sales activities - research, cost-, fund
- and portfolio analyses and comparisons.
- Create marketing and sales collateral.
- Give strategic input to management - adviser panel, trends, system-, product-, and service development and enhancement.
- Show value to the business - bring new ideas and turn into action.
- Degree is essential (Finance/Investment Management/Economics, etc.)
- CFP or studying towards an advantage.
- Min 3 yrs´ relevant experience in financial planning and/or wealth management distribution.
- Bilingual in English and Afrikaans highly advantageous
- Microsoft Office suite with strong Excel skills 15.8gp

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

- Johannesburg, Gauteng: Reliably commute or willing to relocate with an employer-provided relocation package (required)

**Education**:

- Bachelors (preferred)


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