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Investment Specialist (Wholesale)

Strategic PersonnelJohannesburg, South Africa

4 days ago

Job description

This is a client facing role a hunter role - where we seek a driven individual to explain, promote and sell the firms 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 will include :

Build 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 companys 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

Qualification and Experience

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.

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.

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Investment Specialist • Johannesburg, South Africa