Investment Specialist

Pivot Services; Potchefstroom; On-site; ZAR 280,000 - 520,000; Full time

Job summary

PPS Investments in Potchefstroom, South Africa, is seeking a dedicated professional to support financial intermediaries and expand the business across the region. You will help grow the PPS Investments brand through strong relationships with intermediaries and industry stakeholders.

The role focuses on delivering targeted opportunities and providing accurate investment information. A stable, permanent position with emphasis on client service and reporting to head office is offered.

Qualifications

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5.
• Experience of 3 to 5 years within the IFA, investment or linked product markets, preferably in a LISP or retail asset management business.

Responsibilities

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.

Education

Bachelor’s degree in commerce or related field

CFP and/or investments related honours degree

RE5

Job description

About the Role

The successful candidate will form part of the national PPS Investments sales team. Primary responsibility will be the provision of investment specific support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Investments business in the region by building long-term relationships with high-net-worth intermediaries.

Key Responsibilities

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.

Qualifications and Experience

• Formal Qualification:
• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5.
• Experience:
• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.

Employment type Permanent

Location Potchefstroom, North West, South Africa

Employer PPS