Investment Specialist

7 days ago

Pretoria, South Africa Coronation Fund Managers Full time

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

**Reference Number**
- COR250804-1

**Job Title**
- Investment Specialist - Pretoria

**Job Type Classification**
- Permanent

**Location - Country**
- South Africa

**Location - Province**
- Gauteng

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

**Duties and Responsibilities**
- Client visits including presentations to groups of clients and broker networks sometimes accompanied by an investment manager - servicing a client base situated in Pretoria as well as outlying areas (approximately 60/40 split, outlying areas may include Free State / Northern Cape / Northwest / Mpumalanga / Limpopo)
- 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.
- Must be in a position to discuss financial planning concepts with clients.
- Maintain and constantly update client database through effective use of MIS system

**Ideal Experience**
- Minimum 3-5 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

**Ideal Qualifications**
- Ideal Qualifications and Skills
- 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 with good written and spoken Afrikaans communication skills

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

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

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