Investment Solutions Specialist

3 days ago


Johannesburg, Gauteng, South Africa C40 Cities Full time
About the Role

We are seeking a highly skilled Investment Solutions Specialist to join our team at C40 Cities. As a key member of our investment solutions team, you will be responsible for driving business growth and developing strategic relationships with clients.

The ideal candidate will have a strong background in investment management, with experience in portfolio analysis, financial markets, and investment products. You will be responsible for maintaining and strengthening existing client relationships, identifying new business opportunities, and delivering on sales targets.

You will work closely with our Head of Distribution to develop and implement sales and growth strategies, as well as conduct market analysis to identify trends and competitive landscape.

  • Bachelor's degree in Finance, Investments, Economics, or a related field
  • Qualified CFP or CFA (any or all three levels complete) highly preferred
  • Minimum of 5 years of experience in Investment Management, Investment Distribution, or a related area
  • Proven success in business development
  • Extensive technical knowledge of investments and portfolio management
  • Deep understanding of financial markets, investment products and portfolio management

Key Skills and Qualifications:

  • Exceptional engagement and communication skills
  • Ability to build and maintain relationships effectively
  • Innovative problem-solving and sales acumen
  • Strong teamwork and collaboration abilities


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