Investment Distribution Specialist

An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.

As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial advisors and implementing their business sales and growth strategy.

Success in this role will be measured by your ability to drive sales growth, enhance the firm’s market profile and effectively implement the business’s sales strategies.

Key qualifications and experience required for the Investment Distribution Specialist

• Bachelor’s degree in Finance or Investments
• CFP / CFA (any or all three levels complete) or equivalent
• Minimum 5 years’ experience in Investment Distribution
• Demonstrated success in business development initiatives
• Strong, established connections with IFAs and key stakeholders within the distribution channel

Key duties of the Investment Distribution Specialist:

• Develop and execute the distribution strategy to drive net flows into the offerings
• Collaborate with the Head of Distribution to achieve sales targets and support the DFM and Investment Consulting value proposition across various platforms
• Equip sales channels with the knowledge and tools needed to effectively present the business’s capabilities
• Represent the company at industry events, conferences, and investment panels to enhance brand visibility and credibility
• Work alongside Marketing to organise events and campaigns aimed at growing the company brand and increasing assets
• Analyse market trends and utilise insights to drive asset transition into solutions
• Develop content that supports financial advisers and facilitates their transition into portfolios
• Drive and deliver on purpose and strategy

Key personal skills:

• Exceptional engagement and communication skills
• Ability to build and maintain relationships effectively
• Innovative problem-solving and sales acumen
• Strong teamwork and collaboration abilities

If you are passionate about driving growth in investment solutions and have a strong background in investment distribution, please reach out for a further conversation to learn more about this exciting opportunity.