Investment Specialist - Business Development

SUMMARY:
Our client in the Financial Services Industry is currently looking to employ an Investment Specialist - Business Development in Sandhurst, Johannesburg.

A wonderful career opportunity awaits you.

POSITION INFO:
Requirements:

• A relevant tertiary (university degree) qualification is required.
• Experience in Investment Management, Distribution, or Sales in Financial Services (e.g., Investment Analyst, Junior PM, Wealth Manager, Business Development Manager, Investment Specialist, or Investment Broker Consultant).
• Experienced in the fundamentals of Investment Markets and Economic drivers of Capital Markets.
• Experience in the investment product provider industry would be highly advantageous.
• An energetic business professional from an Investment/Insurance role servicing a Distribution Channel would be an advantage.
• Personal Energy (irrespective of age) is a critical advantage.
• Excellent interpersonal or people skills.
• Authentic interest in investments and capital markets.
• Excellent verbal and written communication skills.
• Marketing and sales skills are a strong advantage.
• Ability to present publicly to an audience.
• Willingness and ability to travel locally at short notice.
• Comfortable operating on business-related social media sites.
• Analytical and quantitative modelling skills are not required for this role.
• Must be able to work under pressure, independently, and unsupervised.

• The candidate will be deployed in the investment team but with the responsibility of selling and marketing their house view investment process and investment solutions ADX Multi Manager.
• Product Range, DFM Product Range and their Private Client Solutions (Private Share Portfolios) into their Network of Advisors.
• In addition to this the candidate will also market their PCS proposition into a targeted audience of Independent Financial Advisors.
• The candidate will be required to fundamentally understand the macro- economic environment as well as the underlying investment decision making rationale for portfolio positions.
• The candidate must be technically competent in investment management disciplines to present the marketing case for investment into house view.
• The role requires travelling into the regional network and presenting the case for investing in the ADX Range of House view portfolios.