Senior Specialist : Strategic Development

Alexforbes; Gauteng; On-site; ZAR 600 000 - 1 000 000; Full time

Job summary

An established industry player is seeking a Senior Specialist in Strategic Development to enhance client outcomes and drive investment strategies. This role involves executing deliverables that support the Head of Institutional Business, developing new investment products, and maintaining strong relationships with industry partners. The ideal candidate will have over 7 years of relevant experience, a strong understanding of pension funds, and the ability to engage effectively with clients. Join a forward-thinking company committed to delivering exceptional value and fostering growth in the investment landscape.

Qualifications

• Minimum 7 years of relevant experience in investments consulting.
• FAIS compliant and accredited as a Representative.

Responsibilities

• Deliver full client value proposition and enhance client outcomes.
• Develop and maintain relationships with investment industry partners.
• Drive business input into new investment opportunities.

Skills

Client Engagement

Investment Analysis

Strategic Development

Asset Consulting

Pension Fund Knowledge

Education

B, B Hons, BSc (with post-grad qualification)

MBA

CFA

Job description

PP - Senior Specialist: Strategic Development

Category: Investments Consulting - OF

Posted by: Alexander Forbes

Posted on: 07 Feb

Closing date: 17 Feb

Location: Sandton

Purpose of the Job: Execute on deliverables that support the Head: Institutional Business.

Key Responsibilities:

1. Deliver the full client value proposition to clients.
2. Define and roll-out strategy to deliver on embedding better client outcomes, assist in developing new investment products.
3. Support strategic initiatives of the Investments business.
4. Create and maintain a stable and disciplined operating environment that supports the AF Investments, Client Channel teams, and Group stakeholders in building trust in our investment and operational capabilities.
5. Develop, maintain, and grow relationships with investment industry partners for the delivery of profitable business flows for Alexander Forbes.
6. Work with Senior Investment Advisory Resources and Investment Sales Teams to enhance profitability of portfolios through maintaining and growing existing offerings and margins, and seeking upsell opportunities.
7. Assist the Principal Consultant in driving a more successful pricing outcome for both clients and for Alexander Forbes.
8. Enhance the ability of the business to price investment opportunities at levels and through structures that are value-adding for the client, whilst being margin-enhancing for Alexander Forbes.
9. Drive business input into new investment business opportunities with the aim of enhancing our positioning to maximize the likelihood of securing the business.
10. Review and enhance the overall commerciality of investment business strategies and proposals.
11. Help drive the investments sales pipeline development and delivery of opportunities.
12. Assist with developing and driving new growth opportunities for the Investments business which includes collaboration on the AF multi-national growth strategy, consulting house strategy, and provision of technical support to the tender office.
13. Provide technical investment analysis and support to internal teams and stakeholders.

Requirements:

1. B, B Hons, BSc (with post-grad qualification) - minimum.
2. MBA, CFA (preferable, advantageous if studying towards).
3. Excess of 7 years of relevant experience.
4. FAIS compliant and accredited (Representative) - minimum.
5. Asset Consulting.
6. Asset management.
7. Broader Business and Investment knowledge.
8. Strong knowledge of Pension funds, FAIS, and related legislation.
9. Ability to engage with clients and provide guidance on product line of Business: Investments.

The company's approved employment equity plans and targets will be considered as part of the recruitment process.

As an equal opportunities employer, we actively encourage and welcome people with disabilities.