Reference Number COR250211-1
Job Title Investment Specialist - Johannesburg
Job Type Classification Permanent
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Rosebank, Johannesburg
Job Description
Support the sale of CFMs retail products through linked product providers, broker consultants and financial advisers.
Duties and Responsibilities
- Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager servicing a client base situated in Johannesburg as well as outlying areas within Gauteng (East Rand, West Rand, Vaal Triangle etc)
- 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.
- Maintain and constantly update client database through effective use of MIS system.
Minimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.
Ideal Qualifications
- Related tertiary qualification(s) - commerce or legal qualification essential.
- CFP an advantage required if candidate is appointed.
- Strong presentation skills ability to present to IFAs 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 IFAs and clients.
- Ability to establish and maintain profitable relationships with clients.
- MSOffice.
- Virtual communications platforms (MSTeams and Zoom an advantage).
- Client databases experience an advantage.
