Investment Specialist Verfied

Salary Negotiable Not Specified more than 14 days ago 24-06-2014 4:01:03 PM
22-07-2014 4:01:03 PM
Job Description:
"Please note that in order to meet objectives set in our Employment Equity plan, preference will be given to suitably qualified candidates from designated groups."

Support the sale of CFM’s retail products through linked product companies, broker consultants and independent financial advisers.

Duties and Responsibilities:
1. Client visits including presentations to groups of clients and broker networks sometimes accompanied by fund manager.
2. Preparation of regular communication to clients including reporting and explanation of performance.
3. Growing assets from existing clients and identifying new avenues for business for CFM.
4. Communication and management of key accounts – starting with a small base of roughly 30 accounts of varying sizes and growing over time.
5. Pro-actively analyze client's businesses.
6. Keep abreast of industry and competitor trends.
7. Maintain and constantly update client database