Investment Specialist - Port Elizabeth Verfied

R 264k per annum Port Elizabeth, Eastern Cape Port Elizabeth, Eastern Cape more than 14 days ago 20-02-2015 10:29:38 AM
20-03-2015 10:29:38 AM
Candidate with B.Com (Finance/Investment) degree and/or CFP and minimum 3 years industry/platform and/or fund management/financial services experience required to start asap. You will be responsible for new business development.

Minimum requirements:
• B.Com (Finance/Investment) degree and/or CFP essential
• Minimum 3 years experience within the investment environment
• Investment platform experience and/or fund management experience essential
• Fully bilingual – English & Afrikaans essential
• Excellent understanding of business administration and legal processes essential

Responsibilities:
• Achieve sales targets on various strategies – Multi Manager, Asset Management and other investment platforms
• Monitor feasibility of new business
• New business development – Advisor liaison relationship building
• Brand building and networking
• Manage enquiries on products and services
• Internal client relationships
• Control rejection rate %
• Daily online submissions through training and support on the online operational business processes