Investment Specialist - Business Development

Requirements: A relevant tertiary (university degree) qualification is required. Experience in Investment Management, Distribution, or Sales in Financial Services (e.g., Investment Analyst, Junior PM, Wealth Manager, Business Development Manager, Investment Specialist, or Investment Broker Consultant). Experienced in the fundamentals of Investment Markets and Economic drivers of Capital Markets. Experience in the investment product provider industry would be highly advantageous. An energetic business professional from an Investment/Insurance role servicing a Distribution Channel would be an advantage. Personal Energy (irrespective of age) is a critical advantage. Excellent interpersonal or people skills. Authentic interest in investments and capital markets. Excellent verbal and written communication skills. Marketing and sales skills are a strong advantage. Ability to present publicly to an audience. Willingness and ability to travel locally at short notice. Comfortable operating on business-related social media sites. Analytical and quantitative modelling skills are not required for this role. Must be able to work under pressure, independently, and unsupervised. Responsibilities and expectations but not limited to: The candidate will be deployed in the investment team but with the responsibility of selling and marketing their house view investment process and investment solutions ADX Multi Manager. Product Range, DFM Product Range and their Private Client Solutions (Private Share Portfolios) into their Network of Advisors. In addition to this the candidate will also market their PCS proposition into a targeted audience of Independent Financial Advisors. The candidate will be required to fundamentally understand the macro- economic environment as well as the underlying investment decision making rationale for portfolio positions. The candidate must be technically competent in investment management disciplines to present the marketing case for investment into house view. The role requires travelling into the regional network and presenting the case for investing in the ADX Range of House view portfolios. Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

Location: Sandton, ZA

Posted Date: 9/8/2024