+2 more
Clear All Filters
Premium Ad
Verified Ad
Job Summary
Join a dynamic national retail sales and distribution team, where you will be responsible for fostering and growing key relationships within the Western Cape retail investment market. Your primary focus will be on engaging with IFAs, DFMs, multi-managers, and LISP platforms. With a strong presence in the retail investment market, your network and industry experience will be crucial. A collaborative team approach, aligned with the company''s core values, is essential. Key Responsibilities: Promote and distribute the companys funds to retail markets in the Western Cape. Increase the companys footprint and brand awareness within the region. Establish and maintain relationships with IFAs, DFMs, multi-managers, and LISP consultants, focusing on selling the companys funds. Deliver exceptional service to all individuals interested in or invested in the companys funds. Proactively promote the company in the retail market. Work closely with the institutional team to enhance the companys brand. Forge partnerships with other fund managers where collaboration is beneficial. Experience & Qualifications: Minimum 3-5 years of experience in a similar role, with a strong client network in the Western Cape. Deep understanding of the investment industry, including investment products and structures. Technical expertise in systematic investment management. Proven ability to build and maintain client relationships. Strong communication, presentation, writing, and influencing skills. Relevant degree in Commerce, Investment, or Finance. Preference for candidates with CFP and/or CFA qualifications. Key Competencies: Strong people and relationship management skills. Proactive, self-motivated, and able to take initiative. Ability to perform under pressure and manage time efficiently. Professional presentation skills. Accountability, team collaboration, and independent work capability. Client service-oriented and solution-driven. This is an excellent opportunity for a results-driven professional with a passion for retail investments.
The Recruitment Council
Recruiter
Error!
Success!
You have successfully created your alert.
You will receive an email when a new job matching your criteria is posted.
Please check your email. It looks like you haven't verified your account yet. Here's what you're missing out on:
- Response from employers
- Being able to log in and update your profile
- Apply for more jobs
Didn't receive the link? Resend Verification Link