Investment Specialist - Potchefstroom

PPS; Potchefstroom; Presencial; ZAR 650.000 - 950.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Investments knowledge

Presentation skills

CRM proficiency

Networking

Communication

Self-discipline

Problem solving

Educación

Bachelor’s degree in commerce or related field

CFP and/or investments related honours degree an advantage

RE5

Herramientas

CRM system

Descripción del empleo

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.

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.