Investment Consultant | Sandton

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.

Key Responsibilities :

• Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
• Build and strengthen relationships with distribution partners such as LISPs.
• Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
• Engage clients through meetings, events, roadshows, and conferences.
• Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
• Collaborate with marketing on product launches, campaigns, and flagship funds.
• Contribute strategic input to new product launches and provide commercial insights.
• Represent the company with professionalism in all engagements and foster cross-selling opportunities.

Attributes & Experience :

Qualifications :

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