Regional Investment Partnerships Lead

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

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.