Investment Professional

7 days ago


Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

Aquarius Specialist Recruitment is seeking a seasoned Investment Professional to join our client's esteemed distribution team. This role presents an exceptional opportunity for individuals with a strong investment background to engage with clients and prospects, drive business growth, and contribute to the company's asset management success.

Key Responsibilities:
  1. Develop tailored content to meet specific client needs and interests, responding to investment-related inquiries effectively.
  2. Maintain consistency and clarity in client-facing materials, ensuring alignment with the firm's investment philosophy and objectives.
  3. Gain a comprehensive understanding of the firm's investment products and other asset management solutions.
  4. Create engaging narratives using market data, fund performance information, and business strategies to communicate insights effectively.
  5. Stay informed about market trends, economic developments, and new investment strategies to provide valuable guidance to clients.
Requirements:
  1. Excellent verbal and written communication skills in English.
  2. In-depth knowledge of asset management products, investment strategies, and capital markets.
  3. Experience working with DDQs, client queries, and related documentation processes.
  4. A bachelor's degree in Finance, Economics, Business, or a related field; CFA designation is preferred.
  5. A minimum of 5 years of experience in asset management.


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