Regional Investment Specialist for IFA Partners

Pivot Services; Potchefstroom; Sur place; ZAR 280 000 - 520 000; Plein temps

Résumé du poste

PPS Investments in Potchefstroom, South Africa, is seeking a dedicated professional to support financial intermediaries and expand the business across the region. You will help grow the PPS Investments brand through strong relationships with intermediaries and industry stakeholders.

The role focuses on delivering targeted opportunities and providing accurate investment information. A stable, permanent position with emphasis on client service and reporting to head office is offered.

Qualifications

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5.
• Experience of 3 to 5 years within the IFA, investment or linked product markets, preferably in a LISP or retail asset management business.

Responsabilités

• 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.

Formation

Bachelor’s degree in commerce or related field

CFP and/or investments related honours degree

RE5

Description du poste

PPS Investments in Potchefstroom, South Africa, is seeking a dedicated professional to support financial intermediaries and expand the business across the region. You will help grow the PPS Investments brand through strong relationships with intermediaries and industry stakeholders.

The role focuses on delivering targeted opportunities and providing accurate investment information. A stable, permanent position with emphasis on client service and reporting to head office is offered.