Investment Specialist (Wholesale)

Strategic Personnel; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

An established investment management company is seeking an experienced business development professional to promote investment products with institutional investors. This client-facing Hunter role requires a strong background in asset management sales and established relationships with key industry players. The ideal candidate will have a relevant degree, at least 5 years of experience in the field, and the ability to convert sales opportunities into funded positions.

Qualifications

• Minimum 5+ years in LISP Platform/Asset management distribution.
• Proven record of converting sales opportunities into funded positions.
• Established relationships with DFMs and institutional buyers.

Responsibilities

• Build and progress relationships across priority DFMs and institutional buyers.
• Lead meetings on process, risk, and performance.
• Manage engagements at market events and create follow-ups.

Skills

Business development

Asset management sales

Client relationship management

Portfolio construction

Market analysis

Education

Relevant BDeg

CFA (advantage)

Job description

Overview

SUMMARY :

Leading Investment management company is seeking an experienced business development professional (Hunter) with an established track record in Asset Management sales to promote the companies investment products with institutional investors.

Position Info

This is a client facing role – a hunter role - where we seek a driven individual to explain, promote and sell the firm’s range of investment capabilities to large, professional buyers in the following areas :

• DFMs
• Multi-managers
• Category II advice firms
• LISPs
• Institutional consultants and other wholesale investors

Understanding of the wholesale landscape : DFM / multi-manager research processes, LISP / platform onboarding mechanics, due diligence / IC workflows is essential.

Strong grasp of portfolio construction, risk / return drivers and product fluency across equities, specialist fixed income and multi asset funds.

Responsibilities

• Build and progress a focused book of professional relationships across priority DFMs, multi-managers, LISPs / platforms and institutional buyers to secure approvals / listings and funding decisions
• Position the company’s strategy and lead DD / IC-style engagements on process, risk, performance and peer context.
• Convert and grow flows through disciplined pipeline management and accurate forecasting and timely follow-through
• Represent the company in the market at targeted events / webinars and research forums; create meaningful follow-ups and tracked opportunities
• Some ongoing, local travel
• Uphold governance and conduct standards

Qualification and Experience

• Relevant BDeg + completed RE 5 (FAIS Fit and Proper) – with CFA an added advantage.
• Minimum 5+ years in LISP Platform / Asset management distribution within retail and / or wholesale channels, with demonstrable fund-flow wins.
• Candidate must have established relationships with DFMs, multi-managers, platforms / LISPs and research / IC decision-makers.
• Proven record of converting sales opportunities into funded positions and growing market share.

Should you have the relevant and necessary qualifications and experience, please submit your application.

Only shortlisted candidates will be contacted. If you have not heard from us by mid October 2025,