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Investment Specialist (Wholesale) - Remote, Remote
Strategic PersonnelWorkFromHome, Western Cape, South Africa9 hours ago
Job type
- Remote
Job descriptionBuild 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 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. Investment hunter sales institutional wholesale LISP asset management performance bonus
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
Qualifications and Experience
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
Employer & Job Benefits
Remote - Work from Home, Western Cape, Gauteng, Eastern Cape
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Investment Specialist • WorkFromHome, Western Cape, South Africa
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