Retail Investment Growth Specialist

1 month ago


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

The Recruitment Council is seeking an experienced Retail Investment Growth Specialist to join our dynamic national retail sales and distribution team in the Western Cape.

About the Role

We are looking for a skilled professional with a strong network in the Western Cape to promote and distribute our company's funds to retail markets. The successful candidate will be responsible for increasing our footprint and brand awareness within the region, establishing and maintaining relationships with key stakeholders, and delivering exceptional service to all individuals interested in or invested in our funds.

Key Responsibilities
  • Promote and distribute our company's funds to retail markets in the Western Cape.
  • Increase our company's footprint and brand awareness within the region.
  • Establish and maintain relationships with IFAs, DFMs, multi-managers, and LISP consultants, focusing on selling our company's 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 our institutional team to enhance our company's brand.
  • Forge partnerships with other fund managers where collaboration is beneficial.
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.
Competencies
  • Strong people and relationship management skills.
  • Proactive, self-motivated, and able to take initiative.
  • Ability to perform under pressure and manage time efficiently.
  • Professional presentation skills.
  • Accountability, team collaboration, and independent work capability.
  • Client service-oriented and solution-driven.

This is an excellent opportunity for a results-driven professional with a passion for retail investments. We offer a competitive salary package, ranging from R800,000 - R1,200,000 per annum, depending on experience.



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