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  • Investment Consultant - Sandton - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Sandton

    1 month ago

    the recruitment council background
    Description

    We are seeking a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner's mindset.

    The successful candidate will be responsible for servicing financial intermediaries such as IFAs, DFMs, and multi-managers, building relationships with distribution partners like LISPs, and raising assets across the Unit Trust product range.

    Key Responsibilities:

    • Service financial intermediaries investing in Unit Trusts
    • Build and strengthen relationships with distribution partners such as LISPs
    • Raise assets across the Unit Trust product range by servicing current clients and establishing new client relationships
    • Engage clients through meetings, events, roadshows, and conferences
    • Support the team and contribute to the broader distribution strategy
    • Collaborate with marketing on product launches and campaigns
    • Contribute strategic input to new product launches

    Attributes & Experience:

    • Proven track record in client engagement and business development
    • Extensive experience in servicing financial intermediaries
    • Comfort in handling technical investment and market-related discussions
    • Minimum 7 years of relevant experience
    • Proficient in PowerPoint, Excel, and CRM systems
    • Curious, proactive, and growth-minded with a passion for customer service

    Qualifications:

    • Minimum of 7 years of experience in the industry
    • Proven success in academic and career achievements
    • Degree in business, finance, or investments

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