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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

DUTIES:

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.

 

REQUIREMENTS:

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