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Investment Specialist – Johannesburg

Investment Specialist – Johannesburg

Antal International NetworkJohannesburg, Gauteng, South Africa
3 days ago
Job description
  • Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Pretoria as well as outlying areas within Gauteng
  • Preparation of regular communication to clients including reporting and explanation of performance.
  • Growing assets from existing clients and identifying new avenues for business for Our Client.
  • Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
  • Pro-actively analyze client’s business to determine suitability of Our Client's products for their requirements.
  • Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
  • Maintain and constantly update client database through effective use of MIS system.
  • Related tertiary qualification(s) - commerce or legal qualification essential.
  • Certified Financial Planner (CFP) an advantage – required if candidate is appointed.
  • Strong presentation skills – ability to present to IFA’s as well as end investors.
  • Be able to build and manage business relationships with clients.
  • Ability to network effectively.
  • Ability to service Afrikaans speaking IFA’s and clients.
  • Ideal experience

    • Minimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.
    • Systems knowledge

    • MSOffice.
    • Virtual communications platforms (MSTeams and Zoom an advantage).
    • Client databases experience an advantage.
    • Competencies and ideal personality attributes

    • Must demonstrate a knowledge and passion for investments.
    • Incentive driven with an opportunistic approach.
    • Sales oriented – must demonstrate a desire and ability to sell.
    • Credible.
    • Presentable.
    • Self-starter – able to operate independently and manage time effectively.
    • Confident in dealing with people as well as presenting.
    • Most important attribute

    • Ability to establish and maintain profitable relationships with clients.
    • Upload your resume and our tool will compare it to the requirements for this job like recruiters do.

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    Investment Specialist • Johannesburg, Gauteng, South Africa

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