Investment Specialist - Sandton Verfied

Salary Negotiable Sandton, Gauteng Sandton, Gauteng more than 14 days ago 03-09-2014 4:00:26 PM
01-10-2014 4:00:26 PM
Our Client in Johannesburg is looking for an Investment Specialist to support the sale of CFM's retail products through linked product companies,broker consultants and independent financial advisers.

Duties and Responsibilities:
Client visits including presentations to groups of clients and broker networks sometimes accompanied by a fund Manager
Preparation of regular communication to clients including reporting and explanation of performance
Growing assets from existing clients and identifying new avenues for business for CFM.
Communication and management of key accounts-starting with a small base of roughly 30 accounts of varying sizes and growing over time.
Related tertiary qualifications- B.COM or LLB, CFP an advantage.