Fund Specialist

Fund Specialist with a B.Com or Investment related Degree and minimum 2 years’ Financial Services Industry experience, preferably in Sales or Financial Planning and an understanding of Unit Trusts, required to develop and maintain relationships with FA’s for an Asset Management Company based in Midrand, Cape Town.

Responsibilities:

• Develop and maintain relationships with Financial Advisers
• Fund Specialist responsibilities and marketing range of Unit Trust Funds to Retail Multi Managers and high profile FA Practices within the independent and corporate market
• Building Asset Management brand in the retail industry
• Relationship management with FA Practices
• Analyse target market to identify new business opportunities
• Prepare and execute business development strategy
• A solid understanding of the retail market required to define strategies of how the targets will be achieved

Minimum requirements:

• B.Com Investment or similar degree essential
• Minimum 2 years’ Financial Services experience, preferably in a Sales or Financial Planning role and an understanding of Unit Trusts, required
• Established advisory relationships will be advantageous
• Understanding of the SA and global macro economic environment required

If you are a South African citizen & your CV meets the above criteria, please send your CV to ***email_hidden***

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.

1. That you have read and understood our POPI Policy.

2. That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.

3. Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.

4. That the information you have provided to us is true, correct and up to date.