Investment Consultant - Sandton - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Sandton

    1 week ago

    the recruitment council background
    Description

    Dynamic Investment Consultant sought by the Recruitment Council to lead business development, client engagement, and investments.

    Key Responsibilities:

    1. Servicing IFAs, DFMs, multi-managers, and financial intermediaries investing in Unit Trusts.
    2. Establishing relationships with distribution partners such as LISPs.
    3. Raising assets across the Unit Trust product range by servicing clients and establishing new relationships.
    4. Engaging clients through meetings, events, roadshows, and conferences.
    5. Supporting the team and contributing to the distribution strategy.
    6. Collaborating with marketing on product launches and campaigns.
    7. Providing strategic input to new product launches.
    8. Representing the company professionally in all engagements.

    Attributes & Experience:

    1. Proven track record in client engagement and business development.
    2. Extensive experience in servicing financial intermediaries.
    3. Technical investment and market discussion skills or willingness to learn.
    4. Minimum 7 years of relevant experience.
    5. Proficient in PowerPoint, Excel, and CRM systems.
    6. Curious, proactive, and growth-minded professional.
    7. Results-driven individual committed to delivering high performance.
    8. Strong communication skills with a collaborative approach.

    Qualifications:

    1. Minimum 7 years of industry experience.
    2. Proven success in academic and career achievements.
    3. Degree in business, finance, or investments (minimum 3 years).
    4. Possess enthusiasm for working with a brand reshaping the financial services industry.
    5. This role offers an opportunity for results-oriented professionals to make a meaningful impact in a fast-growing company.
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