Investment Specialist - Bloemfontein

PPS; Bloemfontein; On-site; ZAR 450,000 - 600,000; Full time

Job summary

PPS is seeking an Investment Support Specialist in Bloemfontein to enhance investment-specific support to financial intermediaries. The role requires a Bachelor's degree and 3-5 years of relevant experience. Candidates should demonstrate sales ability, relationship management skills, and in-depth investment knowledge while promoting PPS Investments as a niche player in the market.

Benefits

Training and development opportunities

Networking with key industry stakeholders

Qualifications

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets.
• Experience in a LISP or retail asset management business is preferred.
• Self-discipline to work unsupervised and maintain CRM system.

Responsibilities

• Build and promote the PPSI asset management brand by networking with key stakeholders.
• Deliver on specific flow targets for LISP and Asset Management capabilities.
• Provide excellent client service, responding proactively to intermediary needs.

Skills

Technical knowledge about investments

Strong presentation skills

Relationship management

Innovative thinking

Problem-solving

Communication - verbal & written

Education

Bachelor’s degree in commerce or related field

CFP and/or investments related honours degree

RE5

Job description

Job Description,

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.

, Requirements,

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.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.
  
  

Interpersonal And Intrapersonal Skills

• Technical knowledge about investments, investment industry & trends.
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Resilience and Tenacity.
• Strong presentation skills.
• Relationship management - networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving.
  
  

, Duties and Responsibilities,

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.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to PPS Investments management.