Senior Retail Investment Manager

3 weeks ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time

As a Senior Retail Investment Manager at The Recruitment Council, you will be responsible for driving business growth and fostering relationships within the Western Cape retail investment market. With a strong presence in the region, your network and industry expertise will be crucial in promoting our funds to key stakeholders. Key Responsibilities include:

  • Promote and distribute our funds to retail markets in the Western Cape.
  • Increase our brand awareness and footprint within the region.
  • Establish and maintain relationships with IFAs, DFMs, multi-managers, and LISP consultants, focusing on selling our funds.
  • Deliver exceptional service to all individuals interested in or invested in our funds.
  • Proactively promote our company in the retail market.
  • Work closely with the institutional team to enhance our brand.
  • Forge partnerships with other fund managers where collaboration is beneficial.

Key Requirements:

  • Minimum 3-5 years of experience in a similar role, with a strong client network in the Western Cape.
  • Deep understanding of the investment industry, including investment products and structures.
  • Technical expertise in systematic investment management.
  • Proven ability to build and maintain client relationships.
  • Strong communication, presentation, writing, and influencing skills.
  • Relevant degree in Commerce, Investment, or Finance.
  • Preference for candidates with CFP and/or CFA qualifications.

The estimated salary for this position is R850,000 per annum, based on industry standards and comparable roles in the Western Cape.



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