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Investment Specialist (Wholesale) - Remote, Remote

Strategic PersonnelWorkFromHome, Mpumalanga, South Africa

1 day ago

Job type

Remote

Job description

Overview

Leading Investment management company is seeking an experienced business development professional (Hunter) with an established track record in Asset Management sales to promote the company's investment products with institutional investors. This is a client facing role – a hunter role - where we seek a driven individual to explain, promote and sell the firm's range of investment capabilities to large, professional buyers in the following areas :

DFMs
Multi-managers
Category II advice firms
LISPs
Institutional consultants and other wholesale investors

Understanding of the wholesale landscape : DFM / multi-manager research processes, LISP / platform onboarding mechanics, due diligence / IC workflows is essential. Strong grasp of portfolio construction, risk / return drivers and product fluency across equities, specialist fixed income and multi asset funds.

Responsibilities

Build and progress a focused book of professional relationships across priority DFMs, multi-managers, LISPs / platforms and institutional buyers to secure approvals / listings and funding decisions

Position the company's strategy and lead DD / IC-style engagements on process, risk, performance and peer context

Convert and grow flows through disciplined pipeline management and accurate forecasting and timely follow-through

Represent the company in the market at targeted events / webinars and research forums; create meaningful follow-ups and tracked opportunities

Some ongoing, local travel

Uphold governance and conduct standards

Qualifications and Experience

Relevant BDeg + completed RE 5 (FAIS Fit and Proper) – with CFA an added advantage.

Minimum 5+ years in LISP Platform / Asset management distribution within retail and / or wholesale channels, with demonstrable fund-flow wins.

Candidate must have established relationships with DFMs, multi-managers, platforms / LISPs and research / IC decision-makers.

Proven record of converting sales opportunities into funded positions and growing market share.

Should you have the relevant and necessary qualifications and experience, please submit your application.

Only shortlisted candidates will be contacted. If you have not heard from us by mid October 2025, please consider your application unsuccessful.

Desired Skills

Investment

hunter

sales

institutional

wholesale

LISP

asset management

Employer & Job Benefits

performance bonus

Remote - Work from Home, Western Cape, Gauteng, Eastern Cape

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Investment Specialist • WorkFromHome, Mpumalanga, South Africa