Strategic Investment Advisor

1 month ago


Sandton, South Africa The Recruitment Council Full time

Job Summary:

The Recruitment Council is seeking an experienced Investment Consultant to join our team. In this role, you will be responsible for servicing financial intermediaries, building relationships with distribution partners, and focusing on raising assets across the Unit Trust product range.

Key Responsibilities:

  • Servicing Financial Intermediaries: Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
  • Building Relationships: Build and strengthen relationships with distribution partners such as LISPs.
  • Raising Assets: Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
  • Clients Engagement: Engage clients through meetings, events, roadshows, and conferences.
  • Team Support: Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
  • Marketing Collaboration: Collaborate with marketing on product launches, campaigns, and flagship funds.
  • New Product Launches: Contribute strategic input to new product launches and provide commercial insights.
  • Company Representation: Represent the company with professionalism in all engagements and foster cross-selling opportunities.

Attributes & Experience:

  • Proven Track Record: Proven track record in client engagement and business development.
  • Financial Intermediaries Experience: Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
  • Technical Skills: Comfort in handling technical investment and market-related discussions (or a willingness to learn).
  • Minimum Experience: Minimum 7 years of relevant experience.
  • Software Proficiency: Proficient in PowerPoint, Excel, and CRM systems.
  • Personal Qualities: Curious, proactive, and growth-minded with a passion for customer service.
  • Resilience & Results-Driven: Resilient, results-driven, and committed to delivering high performance.
  • Communication Skills: Strong communication skills with a collaborative approach.

Qualifications:

  • Minimum Experience: Minimum of 7 years of experience in the industry.
  • Academic Success: Proven success in academic and career achievements.
  • Degree Requirement: Degree in business, finance, or investments (minimum 3 years).
  • Potential Opportunity: Enthusiastic about working for a brand that is reshaping the financial services industry in South Africa.
  • Exciting Opportunity: This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.

Estimated Salary: R 800,000 - R 1,200,000 per annum, depending on experience and qualifications.



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