Specialist

2 weeks ago

Johannesburg, South Africa Allan Gray Full time

**Main Purpose of the Investment Specialist Role**:
- The individual will be responsible for servicing clients mainly in Pretoria, North West and Johannesburg and will be required to travel nationally on a regular basis.- The bulk dealer clients include:
- Financial advisers that support Third-Party platforms - both Tied Agents, Bank Agents and Independent Financial Advisers
- Distribution teams of Third-Party platforms
- Distribution teams within Allan Gray
- Retail Multi-Managers
- Research teams responsible for platform buy lists
- Other small corporate clients (e.g. Pension funds)

**Responsibilities**:

- Build and maintain relationships with the bulk dealer channel clients;
- Develop and implement servicing strategy to promote Allan Gray and Orbis unit trusts;
- Assess and follow through on potential distribution opportunities (using both strong analytical and networking skills);
- Be an investment champion with a deep technical understanding of Allan Gray and Orbis funds;
- Ensure that key decision makers are kept informed and updated on funds;
- Take responsibility for the servicing of the client, including answering of queries, due diligence questionnaires and presentation requests arising from these clients;
- Produce written responses to client queries and write articles on an adhoc basis;
- Take ownership of the ongoing maintenance of CRM system;
- Produce client-specific reports on an ad-hoc basis;
- Have a sound understanding of markets and individual shares;
- Provide investment-related support to the Distribution teams;
- Perform research and provide relevant educational content from time to time;
- Acquire deep understanding of Bulk channel and clients;
- Deal appropriately and timely with client/business partner queries;
- Perform ongoing competitor research on funds and products on a regular basis to ensure better internal awareness and understanding;
- Take responsibility for events, and where relevant liaise with Marketing/Events team. (e.g., Adviser and Client Presentations, Due Diligence visits, Road Shows,).

**Experience and Qualifications**:

- Relevant business degree (CFA/CFP preferable), and
- Minimum 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)
- Sound understanding of Allan Gray products and funds.

**Key Attributes and Competencies**:
- Be a very strong self-manager, be self-motivated and self-disciplined;
- Act as a brand ambassador and display consistent high levels of professionalism in personal conduct;
- Strong industry knowledge, keeping on top of trends and the regulatory environment;
- Have a sound understanding of and passion for financial markets and individual shares;
- Be an investment champion with a deep technical understanding of Allan Gray and Orbis funds;
- Ability to present to large audiences on technical investment content;
- Exceptional client engager, with the ability to build and maintain strong and meaningful client relationships;
- Passionate about providing the highest level of service;
- Excellent work ethic;
- Excellent time management and problem-solving skills;
- Resilient and long-term oriented;
- Allan Gray brand ambassador and client service champion;
- Team player and strong contributor to culture;
- Be confident, articulate and energetic;
- Be accurate and thorough;
- Highest standards of ethics and integrity, and be able to manage confidential information and sensitive relationships;
- Excellent interpersonal skills - friendly and diplomatic nature, and the maturity to handle high level negotiations;
- Excellent verbal and written communication skills and the ability to communicate technical concepts in an easily understandable way;
- Advanced - MS Excel, Word and PowerPoint.

**Location**:

- Johannesburg**Motivational Letter**:
**Closing Date**:

- 24 February 2023

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