Designation:
Fund Specialist | Constantia, Cape Town, Western Cape| Permanent
Category:
Sales
Job Level:
Professionally qualified and experienced specialists and mid-management
Posted by:
PSG Financial Services
Posted on:
30 Oct 2024
Reference Number:
POS02821
Closing date:
30-Nov-2024
Position Type:
Permanent
Location:
Constantia Main Road
Overview:
VACANCY | FUND SPECIALIST| CONSTANTIA, CAPE TOWN, WESTERN CAPE| PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disabilities to apply.
Job description:
PSG requires the services of a competent individual to develop and maintain relationships with financial advisers. It will be important for the candidate to have a thorough understanding of the South African and global macro environment, including knowledge to explain to existing and potential clients why our funds are positioned (equities, cash, bonds, etc.) in a certain manner. This should ultimately translate into advisers supporting our product range.
Responsibilities:
- Fund Specialist for PSG Asset Management and marketing the range of unit trust funds to retail multi-managers and high-profile financial advisory practices within the independent and corporate market
- Building the PSG Asset Management brand in the retail industry
- Maintaining good relationships with financial advisory practices
- Analysing the target market in order to identify new business opportunities
- Have a solid understanding of the Cape Town retail market and having a well-defined strategy of how targets will be achieved
- Prepare and execute a business development strategy in line with the team strategy
- Continuously keeping abreast of industry changes and market trends
- Continuous innovation and idea generation for marketing pitches and client presentations.
Minimum Requirements:
- Minimum B.Com Investments or similar
- CFA qualification or studying towards will be advantageous (or Honours degree in Investments)
- 5 years min industry experience
- Established advisory relationships will be advantageous
Competencies:
- Planning/organising and coordinating skills
- Interpersonal skills (Interaction with different business divisions and levels of management)
- Communication skills (verbal and written)
- Solutions driven
- Industry-specific knowledge
- Strong analytical skills
- Applying technical expertise
- Acute computer skills
- Time management skills
- Creativity and innovation
- Presentation and marketing skills
- Decision & problem-solving skills
- Research/Analysis skills
How to apply:
Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 30 November 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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