Investment Specialist - Business Development

Investment Specialist - Business Development

12 Oct
|
Headhunters
|
Sandton

12 Oct

Headhunters

Sandton

Description

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.
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.

Responsibilities and expectations but not limited to:

- 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.

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