Investment Specialist - Johannesburg

Support the sale of CFM's retail products through linked product providers, broker consultants and financial advisers.
Duties and ResponsibilitiesClient visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Johannesburg as well as outlying areas within Gauteng (East Rand, West Rand, Vaal Triangle etc).Preparation of regular communication to clients including reporting and explanation of performance.Growing assets from existing clients and identifying new avenues for business for CFM.Communication and management of client accounts – starting with a client base of varying sizes and growing over time.Pro-actively analyze client's business to determine suitability of Coronation funds for their requirements.Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.Maintain and constantly update client database through effective use of MIS system.Ideal ExperienceMinimum 6-8 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.
Ideal QualificationsRelated tertiary qualification(s) - commerce or legal qualification essential.CFP an advantage – required if candidate is appointed.Strong presentation skills – ability to present to IFA's as well as end investors.Good negotiating skills.Be able to build and manage business relationships with clients.Ability to network effectively.Ability to service Afrikaans speaking IFA's and clients.Ability to establish and maintain profitable relationships with clients.MSOffice.Virtual communications platforms (MSTeams and Zoom an advantage).Client databases experience an advantage.Coronation is committed to achieving its transformation goals as set out in the company's Employment Equity Plan.
Preference will be given to candidates from the under-represented designated groups.

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