Investment Growth Strategist

3 weeks ago


Pretoria, Gauteng, South Africa CF Consulting Full time

Company Overview

CF Consulting is a leading Investments Advisory consultancy, seeking an experienced professional to drive business growth through strategic partnerships with Independent Financial Advisors.

Salary: R1 200 000 - R1 800 000 per annum, depending on experience.

About the Role

The successful candidate will play a pivotal role in expanding our network of independent advisors who subscribe to our investment proposition. Key responsibilities include managing relationships with existing advisor clients, developing and delivering communication strategies, providing support to advisors and their clients, and enhancing our value proposition.

Key Responsibilities

  • Grow the network of independent financial advisors who subscribe to our client's investment proposition
  • Manage the relationship with existing advisor clients by implementing our service model
  • Develop and deliver a communication strategy and content to advisers, prospective advisor clients and end clients
  • Provide support to the network of advisors and their clients
  • Provide training to advisors on outcomes-based investment solutions, tools and investment planning proposition
  • Enhance the value and service proposition
  • Develop marketing initiatives to build our company's brand
  • Collate and maintain business development reports and databases
  • Plan and co-ordinate advisor and client events
  • Assist with ad-hoc presentations to financial advisors and clients
  • Provide para-planning support to advisors on an ad-hoc basis
  • Keep up to date with all aspects of the financial advice, collective Investment and LISP industry – including the regulatory environment
  • Research and be familiar with competitor products in the industry to position our client's solutions appropriately with advisors/clients
  • Record and report back to management regarding the delivery of the service model i.e. client interactions and meetings

Requirements

To succeed in this role, you will need:

  • B.Com in investments, economics, business sciences or related
  • CFP would be advantageous
  • Fully bilingual in English and Afrikaans
  • 5+ years' experience in the Financial Services industry, which should include significant engagement with Independent Advisors
  • Afrikaans and English proficiency
  • Basic understanding of:
    • Investment management theory and principles
    • Investment analysis and valuation
    • Portfolio construction
    • Asset classes
    • Collective Investment schemes
    • Investment Products
    • Investment Planning
    • The financial advice industry
    • Practice Management
    • The regulatory environment for financial services
  • Entrepreneurial mindset with skills to do brand building


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