Job title: Distribution Consultant (Asset Mangement)
Employment type: Part Time
Experience: 5 to 7 years
Salary: R1000000 to R1200000
Job published: 20 November 2020
Job reference no: 1104277430

Job Description

Distribution Consultant (Asset Mnagement)

R1million + Incentives(Neg)

Cape Town

Superb career opportunity with established Asset Manager for entrepreneurial individual to grow sales and effectively develop strong working relationships with external financial planning practices in both our asset management and securities businesses.

Key Responsibilities

Promote and distribute Asset management and securities solutions

  • Develop strong external relationships with financial planners
  • Develop and implement a strategic plan to enhance your clients experience and drive sales
  • Add value through your practice management experience
  • Assist and drive marketing initiatives/campaigns
  • Cross sell products and solutions
  • Provide technical feedback to the IFA on house views, investment themes on a regular basis
  • Assist the head of the division with strategic planning initiatives
  • Achieve monthly sales targets

Qualifications and experience

  • Bachelor of Commerce degree or equivalent
  • CFA or CFP qualification will be advantageous
  • Exposure to share portfolios will be an advantage
  • IFA distribution experience is essential
  • Minimum of 5 years’ experience within the financial planning environment
  • Extremely client/service orientated with excellent communication skills