Investment Specialist

2 months ago


Midrand, South Africa Moving Heads Personnel Full time

**Investment Specialist**

**Johannesburg, Gauteng**
- Meet sales targets on products and platform - including Multi-Manager, Asset Management 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
- A Degree is essential (Finance/Investment Management/Economics, etc.)
- Post-Graduate Diploma in Financial Planning (CFP) or studying towards it.
- Min 3 years’ relevant experience in in **financial planning/wealth management distribution**
- Bilingual in English and Afrikaans
- Solid competency with the Microsoft Office suite with strong Excel skills
- Industry, policy, and regulatory environment knowledge 13.3gp

Ability to commute/relocate:

- Midrand, Gauteng: Reliably commute or planning to relocate before starting work (required)


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