Job Description

Closing Date

2025/10/31

Reference Number

COR250804-1

Job Title

Investment Specialist - Pretoria

Job Type Classification

Permanent

Location - Country

South Africa

Location - Province

Gauteng

Location - Town / City

Pretoria

Support the sale of CFM's retail products through linked product providers, broker consultants and financial advisers.

Duties and Responsibilities

Client visits including presentations to groups of clients and broker networks sometimes accompanied by an investment manager - servicing a client base situated in Pretoria as well as outlying areas (approximately 60/40 split, outlying areas may include Free State / Northern Cape / Northwest / Mpumalanga / Limpopo)
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.
Must be in a position to discuss financial planning concepts with clients.
Maintain and constantly update client database through effective use of MIS system

Ideal Experience

Minimum 3-5 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

Ideal Qualifications

Ideal Qualifications and Skills

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 with good written and spoken Afrikaans communication skills

Most Important Attribute

Ability to establish and maintain profitable relationships with clients.

Systems Knowledge

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