Investment Specialist (Wholesale) - Remote, Remote

Strategic Personnel; South Africa; Remote; ZAR 600,000 - 800,000; Full time

Job summary

A leading investment management firm is looking for an experienced business development professional to drive asset management sales. The role involves promoting investment products to institutional clients and requires a strong background in building relationships, understanding the wholesale landscape, and a proven sales record. Candidates should have a relevant degree, RE 5 certification, and at least 5 years in asset management distribution. A performance bonus is included, and the position supports remote work from various regions in South Africa.

Benefits

Performance bonus

Qualifications

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

Responsibilities

• Build and progress relationships with professional clients.
• Represent the company in the market at events.
• Secure approvals/listings and funding decisions.

Skills

Investment

hunter

sales

institutional

wholesale

LISP

asset management

Education

Relevant BDeg

Completed RE 5 (FAIS Fit and Proper)

CFA (optional)

Job description

Overview

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

Qualifications 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, please consider your application unsuccessful.

Desired Skills

• Investment
• hunter
• sales
• institutional
• wholesale
• LISP
• asset management

Employer & Job Benefits

• + performance bonus

Remote - Work from Home, Western Cape, Gauteng, Eastern Cape