Offshore Specialist | Cape Town

The Recruitment Council; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

The Recruitment Council, on behalf of our client, a leading financial services provider and member of a major financial group, seeks an Offshore Specialist to join their Western Cape team. You will support the international distribution strategy, maintain and train a portfolio of international intermediaries, and drive growth across offshore investment structures.

Requirements include a relevant financial or investment qualification, 5+ years in financial services (distribution is a plus),

Qualifications

• A relevant financial or investment tertiary qualification.
• Minimum 5 years in the financial services industry (distribution preferred).
• Fully bilingual in English and Afrikaans.
• Technical knowledge of retail investment products.
• Valid driver’s license and own vehicle; willingness to travel.
• CFP credential and established relationships are a plus.
• Experience in roles supporting intermediary practices.

Responsibilities

• Drive growth by seizing new business opportunities while maintaining relationships.
• Implement an intermediary support model to align divisions and partners.
• Provide guidance on offshore investing, funds, and services.
• Lead training and development to grow intermediary practices.
• Drive offshore investment campaigns and projects.
• Engage stakeholders to improve product development, operations, and client service.
• Ensure strong service levels with distribution partners.
• Lead by example and support the broader team.

Skills

Sales drive

Relationship building

Communication

Problem solving

Leadership

Education

Financial/investment qualification

Job description

Our client, a leading financial services provider and member of a major financial group, is seeking a dynamic and driven Offshore Specialist to join their team in Western Cape.

In this role, you will support the international distribution strategy. You will maintain, grow, and train a portfolio of international investment intermediaries and distribution partners to increase market share via various distribution structures.

Key Responsibilities:

• Drive Business & Growth: Seize opportunities to drive dynamic new business targets while maintaining existing relationships and ensuring portfolio retention.
• Intermediary Support: Implement a forward-thinking intermediary support model to streamline collaboration between international divisions, intermediaries, and distribution partners.
• Expert Guidance: Provide timely, insightful, and precise information on offshore investing, products, funds, and services to become a trusted source of expertise.
• Training & Development: Ignite growth through knowledge and training, empowering intermediaries'' practices to flourish as offshore investment specialists.
• Campaigns & Projects: Drive the offshore investment discussion through specific projects and targeted marketing campaigns.
• Stakeholder Engagement: Engage with internal stakeholders to present solutions and contribute to product development, operations, and client service efficiencies.
• Proposition Enhancement: Identify broker needs and share, communicate, and develop tools/structures to enhance the company''s value proposition.
• SLA Management: Take initiative to coordinate and nurture strong, effective service level agreements with all distribution stakeholders.
• Team Leadership: Lead by example, engage partners, encourage excellence, and support the broader team.

Job Requirements:

• A relevant financial or investment tertiary qualification.
• At least 5 years of experience in the financial services industry (experience in distribution is an advantage).
• Fully bilingual in English and Afrikaans.
• Technical knowledge of retail investment products (experience with international products is an advantage).
• A valid Driver''s License and your own reliable vehicle, with a willingness to travel.
• Added Advantages: Exposure to specialising in investments, a CFP credential, and established relationships in the region.
• Demonstrated history in roles supporting and developing intermediary practices.

Key Competencies & Attributes:

• Sales Drive & Resilience: Tenacity and a strong understanding of a competitive, fast-paced sales environment.
• Relationship Building: Proven ability to build and maintain strong relationships across various business forms, while working effectively as part of a team.
• Communication & Influence: Strong written, verbal, and presentation skills, with the ability to influence outcomes and decisions.
• Problem Solving: Critical thinking that incorporates innovation, problem-solving, and a focus on positive client experiences.
• Management Skills: Demonstrated leadership, planning, and organizing capabilities.
• Personal Attributes: A positive, enthusiastic attitude grounded in honesty, integrity, and respect; a "can-do" attitude; and the ability to work independently under pressure.