Job Description

LOCATION: Gauteng, Northern Suburbs

R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS

Our client who has been established in South Africa and investing on behalf of clients and has grown to become one of Africa's largest investment management companies. This company is an investment management firm focussed on building long-term wealth for their clients. The company's primary goal is to achieve long term wealth creation for its clients. This is a top four investment company and one that has not only stood the test of time, but it highly regarded by the investment industry and clients are very loyal.

They now seek an investment specialist to join their team in the Gauteng region.

JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to provide specialist fund information and investment servicing support to bulk dealer clients that have exposure to the company and their international funds through external channels. The aim is to equip clients with the necessary information to make better informed investment decisions relating to the company and its local and international offering.
• You will be responsible for championing the information shared on the company and local and international funds ; and developing, supporting and maintaining relationships and assets, as well as identifying and pursuing new distribution opportunities;
• You will be responsible for servicing clients mainly in Pretoria, North West and Johannesburg and will be required to travel nationally on a regular basis;
• The bulk dealer clients include:

• Financial advisers that support Third-Party platforms - both Tied Agents, Bank Agents and Independent Financial Advisers;
• Distribution teams of Third-Party platforms;
• Distribution teams
• Retail Multi-Managers;
• Research teams responsible for platform buy lists;
• Other small corporate clients (e.g., Pension funds);
• You will be required to build and maintain relationships with the bulk dealer channel clients;
• You will be required to develop and implement servicing strategy to promote the company;
• You will be required to assess and follow through on potential distribution opportunities (using both strong analytical and networking skills);
• You will be required to be an investment champion with a deep technical understanding of the company and its funds;
• You will be required to ensure that key decision makers are kept informed and updated on funds;
• You will be required to take responsibility for the servicing of the client, including answering of queries, due diligence questionnaires and presentation requests arising from these clients;
• You will be required to produce written responses to client queries and write articles on an ad hoc basis;
• You will be required to take ownership of the ongoing maintenance of CRM system;
• You will be required to produce client-specific reports on an ad hoc basis;
• You will be required to have a sound understanding of markets and individual shares;
• You will be required to provide investment-related support to the distribution teams;
• You will be required to perform research and provide relevant educational content from time to time;
• You will be required to acquire deep understanding of bulk channel and clients;
• You will be required to deal appropriately and timely with client/business partner queries;
• You will be required to perform ongoing competitor research on funds and products on a regular basis to ensure better internal awareness and understanding;
• You will be required to take responsibility for events and where relevant liaise with marketing / events team. (e.g. adviser and client presentations, due diligence visits, road shows).

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You are a very strong self-manager, both self-motivated and self-disciplined;
• You are able to display consistent high levels of professionalism in personal conduct;
• You have strong industry knowledge, keeping on top of trends and the regulatory environment;
• You have a sound understanding of and passion for financial markets and individual shares;
• You are able to be an investment champion with a deep technical understanding of the retail unit trust industry and products;
• You have the ability to present to large audiences on technical investment content;
• You are an exceptional client engager, with the ability to build and maintain strong and meaningful client relationships;
• You are able to communicate in Afrikaans or engage in conversation; but must be bilingual;
• You are passionate about providing the highest level of service;
• You have excellent work ethic;
• You have sound time management and problem-solving skills;
• You are resilient and long-term oriented;
• You are able to be a company brand ambassador and client service champion;
• You are a team player and strong contributor to culture;
• You are confident, articulate and energetic;
• You are accurate and thorough;
• You have the highest standards of ethics and integrity, and be able to manage confidential information and sensitive relationships;
• You have honed interpersonal skills - are friendly and have a diplomatic nature and the maturity to handle high level negotiations;
• You have excellent communication (verbal and written) skills and the ability to communicate technical concepts in an easily understandable way.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a relevant business degree with (CFA part / CFP - this is preferred);
• You have a minimum of 4 years' current, relevant experience at an asset management or LISP company;
• You have experience in client-facing role (working with financial advisers);
• You have an in-depth understanding of the CIS and LISP industries;
• You have an in-depth understanding of the investment market (economies, stocks, asset allocation etc);
• You have a sound understanding of company products and funds;
• You are computer literate in advanced - MS Excel, Word and PowerPoint.

You want to work with a brand that doesn't need a hard sell. A trusted brand with a great investment team; support and administration. You will then be able to show your full ability as you won't have to worry about the investment results or the service to your clients. You will be well rewarded and proud to work here!

Claire Bourquin Recruitment Consultants