Fund Specialist: FA Relationships & Growth (Cape Town)

Yazoo Recruitment; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A recruitment agency is seeking a Fund Specialist in Cape Town to develop and maintain relationships with Financial Advisers. The ideal candidate will have a B.Com or Investment related Degree, and at least 2 years of Financial Services experience, preferably in Sales or Financial Planning. Key responsibilities include marketing Unit Trust Funds and building the asset management brand in the retail industry. If you are a South African citizen and meet the criteria, submit your CV.

Qualifications

• B.Com Investment or similar degree essential.
• Minimum 2 years’ Financial Services experience, preferably in a Sales or Financial Planning role.
• Understanding of macro economic environment required.

Responsibilities

• Develop and maintain relationships with Financial Advisers.
• Market Unit Trust Funds to Retail Multi Managers and high profile FA Practices.
• Analyze target market to identify new business opportunities.

Skills

Understanding of Unit Trusts

Sales experience

Financial Planning

Established advisory relationships

Macro economic understanding

Education

B.Com or Investment related Degree

Job description

A recruitment agency is seeking a Fund Specialist in Cape Town to develop and maintain relationships with Financial Advisers. The ideal candidate will have a B.Com or Investment related Degree, and at least 2 years of Financial Services experience, preferably in Sales or Financial Planning. Key responsibilities include marketing Unit Trust Funds and building the asset management brand in the retail industry. If you are a South African citizen and meet the criteria, submit your CV.