A leading firm in Investment solutions is seeking an Investment Distribution Specialist to drive sales and growth strategies while building relationships with distribution channels and financial advisers in Cape Town.
As an Investment Distribution Specialist, you will play a pivotal role in executing the firm's strategic vision and enhancing its market presence. Your primary focus will be on supporting the Head of Distribution in implementing business sales strategies and fostering strong connections with financial advisers and distribution channels. This role involves leveraging traditional and innovative methods to build on the profile and support its growth objectives. Success in this role will be measured by your ability to drive sales growth, enhance the firm's market profile, and effectively implement the business's sales strategies.
Key qualifications for the Investment Distribution Specialist: Bachelor's degree in finance or Investments essentialCFP, CFA Level I, or equivalent preferredMinimum of 5 years' experience in Investment DistributionKey duties for the Investment Distribution Specialist include but are not limited to: Develop and execute the distribution strategy to drive net flows into the offeringsCollaborate with the Head of Distribution to achieve sales targets and support the DFM and Investment Consulting value proposition across various platformsEquip sales channels with the knowledge and tools needed to effectively present our capabilitiesRepresent the company at industry events, conferences, and investment panels to enhance brand visibility and credibilityWork alongside Marketing to organise events and campaigns aimed at growing the company brand and increasing assetsAnalyse market trends and utilize insights to drive asset transition into solutionsDevelop content that supports financial advisers and facilitates their transition into portfoliosDrive and deliver on purpose and strategyKey personal skills for a successful Investment Distribution Specialist: Market insight and self-motivationExceptional engagement and communication skillsAbility to build and maintain relationships effectivelyInnovative problem-solving and sales acumenStrong teamwork and collaboration abilitiesIf you are passionate about driving growth in investment solutions and have a strong background in investment distribution, please reach out for a further conversation to learn more about this exciting opportunity.
About the job: Contract Type: FULL_TIME
Focus: Investment Management
Workplace Type: Hybrid
Location: Cape Town
Specialism: Banking & Financial Services
Industry: Financial Services
Salary: Negotiable
Job Reference: NAOMRH-89D2143F
Date posted: 11 September 2024
Consultant: Ashleigh Cloete
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