Main duties and responsiblities:

• 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 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.

Ideal qualifications/skills:

• 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.
• Good negotiating skills.
• 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.