Retail Fund Sales Specialist

1 day ago


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

The Recruitment Council is seeking a skilled Retail Fund Sales Specialist to join our team. As a key player in our sales team, you will be responsible for promoting our funds to retail markets in the Western Cape. Your primary focus will be on establishing and maintaining relationships with IFAs, DFMs, multi-managers, and LISP consultants.

About the Role
  • Promote and distribute our funds to retail markets in the Western Cape.
  • Increase our brand awareness and footprint within the region.
  • Develop and maintain relationships with key stakeholders.
  • Deliver exceptional service to all individuals interested in or invested in our funds.
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.
  • 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 R900,000 per annum, based on industry standards and comparable roles in the Western Cape.



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