Investment Consultant | Sandton

The Recruitment Council; Sandton; On-site; ZAR 400 000 - 800 000; Full time

Job summary

An exciting opportunity awaits a dynamic Investment Consultant eager to drive business development and client engagement in the financial services sector. This role involves servicing financial intermediaries, building strong relationships, and contributing to strategic product launches. The ideal candidate will possess a solid understanding of the financial landscape, with a proven track record in client engagement and a passion for delivering exceptional customer service. Join a fast-growing company that is reshaping the financial services industry in South Africa, where your contributions will make a meaningful impact and drive success.

Qualifications

• Minimum 7 years of relevant experience in the financial services industry.
• Proven track record in client engagement and business development.

Responsibilities

• Service financial intermediaries and build relationships with distribution partners.
• Engage clients through meetings, events, and conferences.

Skills

Client Engagement

Business Development

Investment Knowledge

Technical Investment Discussions

Communication Skills

Proficiency in PowerPoint

Proficiency in Excel

CRM Systems

Education

Degree in Business

Degree in Finance

Degree in Investments

Tools

PowerPoint

Excel

CRM Systems

Job description

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.

Key Responsibilities:

1. Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
2. Build and strengthen relationships with distribution partners such as LISPs.
3. Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
4. Engage clients through meetings, events, roadshows, and conferences.
5. Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
6. Collaborate with marketing on product launches, campaigns, and flagship funds.
7. Contribute strategic input to new product launches and provide commercial insights.
8. Represent the company with professionalism in all engagements and foster cross-selling opportunities.

Attributes & Experience:

1. Proven track record in client engagement and business development.
2. Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
3. Comfort in handling technical investment and market-related discussions (or a willingness to learn).
4. Minimum 7 years of relevant experience.
5. Proficient in PowerPoint, Excel, and CRM systems.
6. Curious, proactive, and growth-minded with a passion for customer service.
7. Resilient, results-driven, and committed to delivering high performance.
8. Strong communication skills with a collaborative approach.

Qualifications:

1. Minimum of 7 years of experience in the industry.
2. Proven success in academic and career achievements.
3. Degree in business, finance, or investments (minimum 3 years).
4. Enthusiastic about working for a brand that is reshaping the financial services industry in South Africa.
5. This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.