Strategic Investment Advisor

3 weeks ago


Sandton, Gauteng, South Africa The Recruitment Council Full time
About the Role

We are seeking an experienced Investment Consultant to join our team at The Recruitment Council.

Key Responsibilities
  • Develop and maintain strong relationships with financial intermediaries, including IFAs, DFMs, and multi-managers, to drive business growth and expansion.
  • Identify and capitalize on opportunities to raise assets across the Unit Trust product range, leveraging the company's expertise and market knowledge.
  • Contribute to the development and implementation of the company's distribution strategy, working closely with the marketing team to launch new products and initiatives.
  • Engage clients through a range of activities, including meetings, events, roadshows, and conferences, to foster strong relationships and drive business results.
  • Provide strategic input to new product launches and contribute to the company's commercial growth and success.
Requirements
  • A minimum of 7 years' experience in the financial industry, with a strong track record of client engagement and business development.
  • Proven experience in servicing financial intermediaries, with a deep understanding of the financial landscape and market trends.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strategic thinking and problem-solving skills, with the ability to contribute to the company's commercial growth and success.

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