Investment Specialist

7 days ago

Johannesburg, South Africa Coronation Fund Managers Full time

**Closing Date**
- 2025/10/31

**Reference Number**
- COR250211-1

**Job Title**
- Investment Specialist - Johannesburg

**Job Type Classification**
- Permanent

**Location - Country**
- South Africa

**Location - Province**
- Gauteng

**Location - Town / City**
- Rosebank, Johannesburg
- Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.

**Duties and Responsibilities**
- Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager - servicing a client base situated in Johannesburg as well as outlying areas within Gauteng (East Rand, West Rand, Vaal Triangle etc)
- Preparation of regular communication to clients including reporting and explanation of performance.
- Growing assets from existing clients and identifying new avenues for business for CFM.
- Communication and management of client accounts - starting with a client base of varying sizes and growing over time.
- Pro-actively analyze client's business to determine suitability of Coronation funds for their requirements.
- Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
- Maintain and constantly update client database through effective use of MIS system.

**Ideal Experience**
- Minimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

**Ideal Qualifications**
- Related tertiary qualification(s) - commerce or legal qualification essential.
- Strong presentation skills - ability to present to IFA’s as well as end investors.
- Good negotiating skills.
- Be able to build and manage business relationships with clients.
- Ability to network effectively.
- Ability to service Afrikaans speaking IFA’s and clients.

**Most Important Attribute**
- Ability to establish and maintain profitable relationships with clients.

**Systems Knowledge**
- MSOffice.
- Virtual communications platforms (MSTeams and Zoom an advantage).
- Client databases experience an advantage.

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