Senior Retail Investment Manager
3 weeks ago
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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