Investment Specialist - Business Development

Headhunters; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

An exciting opportunity awaits in the financial services sector for an Investment Specialist focused on business development. This role involves selling and marketing innovative investment solutions while collaborating with a network of financial advisors. The ideal candidate will possess a strong background in investment management and sales, along with excellent communication skills. You will be responsible for understanding the macroeconomic landscape and effectively presenting investment strategies to clients. Join a dynamic team and make a significant impact in the investment community, all while enjoying a career that promises growth and excitement.

Qualifications

• Relevant tertiary qualification is required.
• Experience in Investment Management or Sales in Financial Services.

Responsibilities

• Sell and market investment process and solutions to advisors.
• Understand macro-economic environment and investment decision-making.
• Present investment cases to regional network.

Skills

Investment Management

Sales Skills

Interpersonal Skills

Public Speaking

Marketing Skills

Communication Skills

Ability to Work Under Pressure

Education

University Degree

Job description

Our client in the Financial Services Industry is currently looking to employ an Investment Specialist - Business Development in Sandhurst, Johannesburg.

A wonderful career opportunity awaits you.

Requirements:

• A relevant tertiary (university degree) qualification is required.
• Experience in Investment Management, Distribution, or Sales in Financial Services (e.g., Investment Analyst, Junior PM, Wealth Manager, Business Development Manager, Investment Specialist, or Investment Broker Consultant).
• Experienced in the fundamentals of Investment Markets and Economic drivers of Capital Markets.
• Experience in the investment product provider industry would be highly advantageous.
• An energetic business professional from an Investment / Insurance role servicing a Distribution Channel would be an advantage.
• Personal Energy (irrespective of age) is a critical advantage.
• Excellent interpersonal or people skills.
• Authentic interest in investments and capital markets.
• Excellent verbal and written communication skills.
• Marketing and sales skills are a strong advantage.
• Ability to present publicly to an audience.
• Willingness and ability to travel locally at short notice.
• Comfortable operating on business-related social media sites.
• Analytical and quantitative modelling skills are not required for this role.
• Must be able to work under pressure, independently, and unsupervised.

Responsibilities and expectations (but not limited to):

• The candidate will be deployed in the investment team but with the responsibility of selling and marketing their house view investment process and investment solutions ADX Multi Manager.
• Product Range, DFM Product Range, and their Private Client Solutions (Private Share Portfolios) into their Network of Advisors.
• In addition to this, the candidate will also market their PCS proposition into a targeted audience of Independent Financial Advisors.
• The candidate will be required to fundamentally understand the macro-economic environment as well as the underlying investment decision-making rationale for portfolio positions.
• The candidate must be technically competent in investment management disciplines to present the marketing case for investment into house view.
• The role requires travelling into the regional network and presenting the case for investing in the ADX Range of House view portfolios.