Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.
Key Responsibilities:
- Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
- Build and strengthen relationships with distribution partners such as LISPs.
- Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
- Engage clients through meetings, events, roadshows, and conferences.
- Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
- Collaborate with marketing on product launches, campaigns, and flagship funds.
- Contribute strategic input to new product launches and provide commercial insights.
- Represent the company with professionalism in all engagements and foster cross-selling opportunities.
Attributes & Experience:
- Proven track record in client engagement and business development.
- Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
- Comfort in handling technical investment and market-related discussions (or a willingness to learn).
- Minimum 7 years of relevant experience.
- Proficient in PowerPoint, Excel, and CRM systems.
- Curious, proactive, and growth-minded with a passion for customer service.
- Resilient, results-driven, and committed to delivering high performance.
- Strong communication skills with a collaborative approach.
Qualifications:
- Minimum of 7 years of experience in the industry.
- Proven success in academic and career achievements.
- Degree in business, finance, or investments (minimum 3 years).
- Enthusiastic about working for a brand that is reshaping the financial services industry in South Africa.
- This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.
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