Investment Specialist – Personal Investment
Closing Date: 16.09.2016
The main objective of your role will be to support the sale of retail products through Linked Investment Services Providers, broker consultants and IFA’s. With a passion for investment products, you will be required to demonstrate the desire and ability to market both the product and the organisation by providing factual information and through client engagement, subsequently aligning customer needs to the organisation’s products. The distinctive marketing methodology employed is to ensure that the interest of the client is at all times preserved by informing the client, and ensuring that the client is aware of how best to manage their investment risk and by underscoring the philosophy of the organization (i.e. long-term investing and a valuation-driven investment philosophy). The incumbent will be required to drive this philosophy with integrity, ensuring that the investor makes an informed decision resulting in an optimal investment allocation which meets their stated requirements.
The position requires an upwardly mobile individual with an insatiable capacity to go through continuous learning processes. A management position with a seat on the Executive Committee, this role requires the incumbent to collaborate extensively with fellow colleagues, attending sales meetings and engaging on a regular basis so as to remain abreast of new products and developments in the financial services sector. A significant amount of travelling will be required, which includes monthly visits to South Africa and client visitations within Namibia.
In order to facilitate the sale of financial products, the individual must present an extroverted and amiable character with the natural ability to foster and manage meaningful, trusting and mutually beneficial business relationships through extensive networking and client engagement. A critical and independent thinker, the incumbent must be able to challenge the status quo in a respectable and professional manner, adding value through constructive contribution. Because this role deals with clients’ funds, it is important that the individual be highly principled, presenting impeccable integrity both professionally and socially at all times. The role requires the application of good judgement and wisdom, with customer satisfaction being the underlying factor.