Fund Specialist

An asset management company based in the southern suburbs is looking for a Fund Specialist to market the range of unit trust funds to retail multi managers and high profile financial advisory practices within the independent and corporate market


Building the brand in the retail industry

Maintaining good relationships with financial advisory practices

Analysing the target market in order to identify new business opportunities

Prepare and execute a business development strategy in line with the team strategy

Continuously keeping abreast of industry changes and market trends

Continuous innovation and idea generation for marketing pitches and client presentations.



Minimum B.Com Investments or similar

CFA qualification or studying towards will be advantageous (or Honours degree in Investments)

2 years minimum industry experience

Have a solid understanding of the Western & Eastern Cape retail market and having a well-defined strategy of how targets will be achieved

Established advisory relationships will be advantageous