Investment Specialist

1 week ago

Cape Town, South Africa Moving Heads Personnel Full time

**Investment Specialist**

**Sandton and Cape Town**

Responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in the middle management category.
- Manages a portfolio of existing large Corporate clients
- Responsible for retention of assets for existing clients
- Manages all contracted client deliverables
- Manages various levels of client relationships
- Develop proactive retention strategies for key clients
- Provide investment report backs to boards of Trustees, Manco’s, Employers and Intermediaries
- Address all client Investment queries within SLA requirements
- Reduce levels of risk by proactively addressing areas of concern
- Provide alternative solutions with dissatisfaction of current products
- Collaborates effectively with internal stakeholders and third parties as determined by client needs to achieve retention results
- Where possible, grows the share of wallet per client
- Markets new and enhanced products to clients
- Relevant business or financial **degree**
- Minimum of 5 years’ experience in investments
- Experience in managing large clients
- Excellent presentation skills
- Stakeholder management, excellent communication skills
- Relationship building and networking skills required
- Computer literacy with strong PowerPoint and Excel skills 15.9lo

**Job Types**: Full-time, Permanent

**Salary**: R120,000.00 - R125,000.00 per month

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)

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