Purpose of the Role:

The successful candidate will form part of the national company sales team. Primary responsibilities will be the provision of investment specific support to financial intermediaries, as well as the management of the Cape Town based Investments Specialists.

Duties and Responsibilities:

  • Manage a team of investment specialists, to a specific target within the region
  • Position company as the niche LISP for intermediaries in your region
  • Deliver on very specific flow targets for your region, including both LISP and all asset management capabilities
  • Provide company National BD Manager with detailed reporting on leads and opportunities per Investment Specialist and region
  • Excellent client services, including proactive response to intermediary needs
  • Supply intermediaries with accurate investment, product, fund, service and investor information
  • Training and developing the intermediary and support staff
  • Supporting investment projects and campaigns, with the ability to deliver investment presentations
  • Participating in investment product implementation
  • Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the multi management value proposition
  • Regular formal report backs to company management


  • Related tertiary commerce qualification(s)
  • CFP and/or investments related honours degree an advantage
  • RE5


  • At least 5 years proven track record and experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business
  • Sales Management experience would be advantageous
  • Discretionary Fund Manager’s and/or multi management experience would be advantageous

Key Competencies:

  • Technical knowledge about investments, investment industry & trends
    • Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite
  • Demonstrable training delivery skills are essential
  • Self-discipline to work unsupervised and to maintain CRM system
  • Resilience and Tenacity
  • Strong presentation skills
  • Relationship management – networking
  • Communication – verbal & written
  • Performance driven
  • Innovative thinking and problem-solving

Systems Knowledge:

  • MSOffice – specifically a good understanding of both PowerPoint and Excel
  • CRM experience
  • Client database experience an advantage

Key Success Measurement:

Proven track record of sales ability and ability to expand the company business in the region by building long-term relationships with high net worth intermediaries

To apply for this job email your details to jackie@asearch.co.za

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