Investment Specialist – Johannesburg

Antal International Network; Johannesburg; On-site; Confidential; Full time

Job summary

A leading financial service organization in South Africa seeks a Client Relationship Manager. The role involves client visits and virtual interactions, managing client accounts, and growing business relationships. Candidates should have a relevant tertiary qualification, preferably with 6-8 years of experience in the asset management or related industries. A CFP designation and strong presentation skills are advantageous.

Qualifications

• Minimum 6-8 years of work experience in asset management, insurance, or related markets.
• Ability to service Afrikaans speaking clients.
• Passion for investments and sales-oriented mindset.

Responsibilities

• Client visits and virtual interactions, including presentations.
• Preparation of regular communication and performance reports.
• Growing assets from existing clients and identifying new business opportunities.

Skills

Strong presentation skills

Ability to build and manage business relationships

Networking effectively

Education

Commerce or legal qualification

Certified Financial Planner (CFP)

Tools

MS Office

Client databases

Virtual communications platforms

Job description

• Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Pretoria as well as outlying areas within Gauteng
• Preparation of regular communication to clients including reporting and explanation of performance.
• Growing assets from existing clients and identifying new avenues for business for Our Client.
• Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
• Pro-actively analyze client’s business to determine suitability of Our Client's products for their requirements.
• Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
• Maintain and constantly update client database through effective use of MIS system.
• Related tertiary qualification(s) - commerce or legal qualification essential.
• Certified Financial Planner (CFP) an advantage – required if candidate is appointed.
• Strong presentation skills – ability to present to IFA’s as well as end investors.
• Be able to build and manage business relationships with clients.
• Ability to network effectively.
• Ability to service Afrikaans speaking IFA’s and clients.

Ideal experience

• Minimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

Systems knowledge

• MSOffice.
• Virtual communications platforms (MSTeams and Zoom an advantage).
• Client databases experience an advantage.

Competencies and ideal personality attributes

• Must demonstrate a knowledge and passion for investments.
• Incentive driven with an opportunistic approach.
• Sales oriented – must demonstrate a desire and ability to sell.
• Credible.
• Presentable.
• Self-starter – able to operate independently and manage time effectively.
• Confident in dealing with people as well as presenting.

Most important attribute

• Ability to establish and maintain profitable relationships with clients.

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