Growth-Focused Distribution Specialist: Structured Products

Momentum

Centurion

Sur place

ZAR 1 000 000 - 1 600 000

Plein temps

Il y a 2 jours
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Résumé du poste

Momentum Investments is seeking a Distribution Specialist within the Structured Products and Annuities planning unit to accelerate sales growth, strengthen brand awareness and support the growth of new business across SPA’s product range, including equity-linked notes and the Guaranteed Annuity Portfolio (hybrid annuity).

The role requires a commercially astute, self-managed professional who can build trusted relationships, convert opportunities into measurable flows and represent SPA with

Qualifications

  • Bachelor’s degree in finance, investments, economics or related field.
  • CFA qualification progress or equivalent is advantageous.
  • Demonstrated understanding of guaranteed investment solutions and structured products.
  • Knowledge of investment markets, fund positioning and adviser distribution dynamics.
  • Proven track record in sales and client relationship management.
  • Experience engaging with financial advisers is advantageous.
  • Travel will be required for the role.

Responsabilités

  • Develop and implement regional and channel-specific strategies to grow new business volumes.
  • Identify, prioritise and convert new business opportunities across advice channels.
  • Support Momentum Distribution Services to drive sales into structured products.
  • Maintain a robust sales pipeline and report progress, risks and opportunities.
  • Promote solutions in collaboration with planners and house views.
  • Position SPA capabilities to advisers and DFMs; enhance brand visibility.
  • Represent SPA at client engagements, events and thought leadership activities.
  • Build strong adviser relationships and provide market insights.

Connaissances

Sales, client relationship management
Adviser engagement
Negotiation capability
Structured products knowledge
Investment markets knowledge
Commercial acumen

Formation

Bachelor’s degree in finance or related field

Description du poste

Momentum Investments is seeking a Distribution Specialist within the Structured Products and Annuities planning unit to accelerate sales growth, strengthen brand awareness and support the growth of new business across SPA’s product range, including equity-linked notes and the Guaranteed Annuity Portfolio (hybrid annuity).

The role requires a commercially astute, self-managed professional who can build trusted relationships, convert opportunities into measurable flows and represent SPA with

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