Offshore Specialist
Reports To: Head of Sales
Job Purpose The Offshore Specialist supports international distribution structures in maintaining and growing an international investment intermediary portfolio, while increasing market share for international business.
Key Outcomes
Drive new business growth and increase retention of existing investment business.
Achieve profitable annual sales volumes and monthly targets by directly and actively managing an intermediary portfolio.
Implement regional business plans covering sales volumes, investment education, training, marketing, and client service administration.
Execute an intermediary support model to enable effective communication between the international investment division, intermediaries, and product providers by:
Supplying accurate investment, product, fund, service, and investor information.
Training and developing intermediaries and their office staff.
Supporting investment projects and marketing campaigns.
Participating in investment product implementation, presentations, product development, and client service support.
Assisting with practice management to identify broker needs, technology requirements, reporting, and profitable practice development.
Coordinate and maintain effective Service Level Agreements (SLAs) with all relevant stakeholders.
Ensure strict adherence to all regulatory requirements (e.g., FAIS, FICA).
Qualifications and Experience
5+ years of experience in a financial distribution and investments environment.
Relevant financial or investment tertiary qualification.
Established relationships within the region (preferred).
Demonstrated experience in supporting and developing Independent Financial Advisor (IFA) practices.
Fully bilingual in English and Afrikaans.
Strong technical knowledge of international investments, the broader investment industry, and market trends.
Valid driver's license, access to a reliable vehicle, and a willingness to travel.
Competencies & Attributes
Strong resilience, tenacity, and stress tolerance suited for a high-pressure sales environment.
Proven ability to build and maintain relationships, exercise impact and influence, and work collaboratively to achieve regional goals.
Action-oriented, performance-driven, and highly proactive with strong initiative and client orientation.
Excellent verbal and written communication, presentation, innovative thinking, and problem-solving skills.
Strong management capabilities across planning, leading, organizing, and controlling.
Demonstrates honesty, integrity, respect, enthusiasm, and a positive, team-oriented attitude.