Job Description

Closing Date

2025/10/31

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

Support the sale of CFM's 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.

Ideal Experience

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 IFA's 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 IFA's and clients.

Most Important Attribute

Ability to establish and maintain profitable relationships with clients.

Systems Knowledge

MSOffice. Virtual communications platforms (MSTeams and Zoom an advantage). * Client databases experience an advantage.