Fund Growth & Client Engagement Strategist

Momentum; Centurion; Remote; ZAR 900,000 - 1,300,000; Full time

Job summary

Curate Asset Management seeks a Fund Specialist to accelerate sales growth, strengthen brand awareness and support asset growth across local and global fund ranges. The role requires a commercially astute, professional, self-managed individual who can build trusted relationships and convert opportunities into flows.

You will engage with advisers, DFMs, multi-managers and investment decision makers, delivering market insight and thought leadership to enhance Curate’s distribution reach.

Qualifications

• Bachelor’s degree in Finance, Investments, Economics, Business Science or a related field is required.
• CFA qualification, progress towards CFA, or an equivalent investment qualification would be advantageous.
• Minimum of 5 years’ relevant experience in the collective investments, asset management, investment distribution or unit trust environment.
• Sound knowledge of investment markets, fund positioning, asset classes, risk considerations and adviser distribution dynamics.

Responsibilities

• Develop and implement regional and channel specific strategies to grow assets under management and maintain positive net flows.
• Identify, prioritise and convert new business opportunities across internal and external advice channels.
• Proactively manage redemption risk through adviser engagement, client education, insight sharing and targeted retention initiatives.
• Support Momentum Distribution Services to drive additional sales into Curate funds through adviser and client networks.
• Build and deepen support from Discretionary Fund Managers, multi‑managers and key investment decision makers.
• Maintain a robust sales pipeline, track activity against targets and report progress.

Skills

Sales experience

Client relationship management

Negotiation skills

Communication skills

Education

Bachelor’s degree in Finance/Investments/Economics/Business Science

CFA qualification or progress towards CFA

Job description

Curate Asset Management seeks a Fund Specialist to accelerate sales growth, strengthen brand awareness and support asset growth across local and global fund ranges. The role requires a commercially astute, professional, self-managed individual who can build trusted relationships and convert opportunities into flows.

You will engage with advisers, DFMs, multi-managers and investment decision makers, delivering market insight and thought leadership to enhance Curate’s distribution reach.