Investment Consultant

2 months ago


Sandton, South Africa The Recruitment Council Full time
Investment Consultant Opportunity

Our client, a leading player in the financial services industry, is seeking a highly motivated and experienced Investment Consultant to join their team. As a key member of the distribution team, you will be responsible for building and maintaining relationships with financial intermediaries, driving business growth, and delivering exceptional client service.

Key Responsibilities:
  • Develop and execute strategies to grow assets across the unit trust product range.
  • Build and maintain strong relationships with distribution partners, including IFAs, DFMs, and multi-managers.
  • Collaborate with the marketing team to launch new products and campaigns.
  • Contribute to the development of the company's distribution strategy and provide commercial insights.
  • Represent the company with professionalism in all engagements and foster cross-selling opportunities.
Requirements:
  • Proven track record in client engagement and business development.
  • Extensive experience in servicing financial intermediaries.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficient in Microsoft Office and CRM systems.

This is an exciting opportunity for a results-driven professional to make a meaningful impact in a dynamic and growing company. If you are a motivated and experienced Investment Consultant looking for a new challenge, please submit your application.


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