Investment Specialist: Intermediary Growth & LISP Expert

PPS; Potchefstroom; Vor Ort; ZAR 650.000 - 950.000; Vollzeit

Zusammenfassung

PPS Investments in Potchefstroom seeks a dynamic regional sales professional to provide investment support to financial intermediaries and expand PPS Investments business through long‑term relationships with high‑net‑worth intermediaries.

The role focuses on building the PPSI asset management brand in your region, delivering precise investment information, and developing strategic partnerships to drive growth with LISP capabilities.

Qualifikationen

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree advantageous.
• RE5 is preferred or advantageous.

Aufgaben

• Build and promote PPS Investments asset management brand with intermediaries.
• Identify and develop strategic partnerships to leverage new opportunities.
• Deliver on regional flow targets for LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Training and developing the intermediary and support staff.
• Presentations and 1 on 1 engagements around investments for PPS Asset Management.

Kenntnisse

Investments knowledge

Presentation skills

CRM proficiency

Networking

Communication

Self-discipline

Problem solving

Ausbildung

Bachelor’s degree in commerce or related field

CFP and/or investments related honours degree an advantage

RE5

Tools

CRM system

Jobbeschreibung

PPS Investments in Potchefstroom seeks a dynamic regional sales professional to provide investment support to financial intermediaries and expand PPS Investments business through long‑term relationships with high‑net‑worth intermediaries.

The role focuses on building the PPSI asset management brand in your region, delivering precise investment information, and developing strategic partnerships to drive growth with LISP capabilities.