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Fund Specialist required in Midrand, Johannesburg.
We are seeking a 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.
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
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
If you are a South African citizen & your CV meets the above criteria, please send your CV.