Investment Specialist - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 27-02-2015 11:36:13 AM
10-03-2015 9:43:01 AM
Salary: R264k pa plus commission

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

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.