Core responsibilities will include:• Providing out of the ordinary investor experience by offering local and global investment solutions• Leverage personal drive, market knowledge and passion, leadership & network building skills to farm a book of clients and deliver client specific investment solutions to your clients.• Break China for your client & demonstrate cast iron integrity that leads toward doing right by your clients at every opportunity.
Insights, interpersonal skills and meticulous planning that allows you to support and guide their investment journey.• Responsible for educating your clients on the technology and platforms available to them to better monitor & maintain their investments.• Compliance oriented and provide timely feedback and investment reviews for your book of clients.• Commitment to teamwork and positive influence by contributing to your team members' success and the goals of the broader team, while fostering a culture of diversity and inclusionExperience, Skills & Capability • B Com or related degree – preferably post graduate (Financial & Investment qualification/s)• 5+ years financial services experience, preferably dealing directly with clients, specifically financial market experience.• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners/ businesses.• Demonstrated ability and commitment to objective/ goal-based advice and planning.• CFA or CFP preferable• Strong understanding of financial markets• Strong analytical skills management systems• Proficient in MS Office, especially PowerPoint and Excel• Knowledge of Bloomberg / I-Net advantageous• Client orientation• Self-starter Investec Culture At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.We value individuals who in turn value our that is, a can-do attitude while challenging convention.Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.
We are committed to diversity and inclusion when recruiting internally and externally.