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Investment Specialist
Discovery LimitedZA7 days ago
Job descriptionThis role will be focused on developing, selling and reporting back on our investments value proposition within the Discovery Retirement Fund. Investments and funds are critical components of a retirement fund – the candidate for the role must become the go-to expert on our funds and their performance, and also drive changes within the offering. You’ll report to the deputy head of R&D and will be considered a high calibre, outstanding member of our management team – a confident speaker who can quickly grasp and communicate new concepts and develop new concepts and ideas. Sales and support Presenting at prospective employer clients Presenting at product launches and client pitches Providing ongoing sales support to the Discovery distribution teams Presenting to intermediaries and other investment specialists on technical product information. Handling ongoing technical investment queries Compiling material (including Discoverers and articles) that can be rolled out through PR campaigns and to intermediaries and liaising with media to manage the rollout. Training internal and external staff and brokers on products and technical details Reporting back on performance at client manco meetings on product, admin and investments Building new sales material including brochures, presentations on short videos Market dominance Deeply understanding the corporate market and competitors, researching competitor products, and working that knowledge and insight into product development and distribution support materials. Developing research material that can be used to position Discovery as a thought leader in the market. Developing actuarial white papers to drive thought leadership in the investment space Product development & Investments Developing new ideas around our retirement fund investment proposition, including new funds from multi manager to passive, and refining our retirement fund value proposition over time. Performing technical calculations including IRR runs, data analysis and pricing on our retirement fund Working with product development on the broader group risk and healthy company propositions to help position new solutions for clients and tools for intermediaries. Building calculators and tools that help advisers and clients understand our purpose and products. Designing a framework to measure the effectiveness of different marketing campaigns. Relationship building with : Discovery sales consultants and intermediaries Back-office operations Training teams Marketing services Product development Distribution heads Discovery management and executives. Demonstrate keen business acumen. Interact positively with difficult people. Manage various projects effectively. Plan, organize and deliver on individual deliverables. Deal with pressure, tight deadlines and setbacks. Present and communicate information effectively. Understand and work with big data sets in order to achieve desired outcome Show initiative and drive projects to completion with guidance. Nearly qualified actuary, CFA, or financial manager 1 - 2 years’ investment experience Top achiever Excellent English and presentation skills Excellent Excel skills Accounting / Financial Services jobs
Job title : Investment Specialist
Job Location : Gauteng, Deadline : January 11, 2025 Quick Recommended Links
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Education and Experience