Investment Specialist - Potchefstroom

PPS; Potchefstroom; On-site; ZAR 600,000 - 900,000; Full time

Job summary

PPS Investments is seeking an experienced sales professional to support financial intermediaries across the region. You will promote investment products, build long-term relationships, and expand PPS Investments’ regional presence through strategic partnerships.

You will leverage your knowledge of discretionary funds, asset managers, and ASISA categories, while delivering compelling investment presentations and training to intermediaries.

Qualifications

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5 is required.

Responsibilities

• Build and promote the PPS Investments brand 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 specific regional flow targets for LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Deliver excellent client services, including proactive intermediary support.
• Provide intermediaries with accurate investment, product, fund, service and investor information.
• Train and develop intermediary and support staff on investment topics and processes.
• Support investment projects and campaigns and deliver investment presentations.
• Participate in investment product implementation and client engagements.

Skills

Investments knowledge

Intermediary networking

Training delivery

CRM discipline

Resilience & tenacity

Presentation skills

Relationship management

Verbal & written communication

Problem solving

Performance driven

Education

Bachelor’s degree in commerce

CFP or related honours (advantage)

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.

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.