Investment Specialist

A leading asset management business is seeking an Investment Specialist to join their Durban-based team, offering a unique opportunity to accelerate sales growth and strengthen brand presence across both local and global unit trust funds.

As the Investment Specialist, you will be instrumental in building trusted relationships with key clients, advisers, and strategic partners, while representing the organisation with credibility at industry events and public forums.

If you are passionate about investment markets and eager to contribute to a collaborative team culture, this position offers the chance to make a meaningful impact on the growth and retention of assets.

Qualifications and experience required for the Investment Specialist:

• Bachelor’s degree in relevant subject matter (i.e., investments or finance)
• CFA (with any levels or all 3)
• 5+ years’ experience in collective investments, asset management or unit trust environments
• Experience in Unit Trust specialisation
• Proven track record in sales activities such as client relationship management or adviser engagement
• Sound knowledge of investment markets, fund positioning strategies, asset classes, risk considerations as well as adviser distribution dynamics

Key duties of the Investment Specialist:

• Strategic Growth: Develop and execute regional and channel-specific strategies to grow assets under management and maintain positive net flows.
• Business Development: Identify and convert new opportunities by engaging advice channels and fostering trust-based collaboration.
• Retention Initiatives: Manage redemption risk through adviser engagement, client education, and targeted retention strategies.
• Sales Support: Drive fund sales via adviser networks and client connections while strengthening relationships with key stakeholders.
• Relationship Building: Deepen ties with DFMs, multi-managers, financial advisers, and other decision-makers to expand market reach.
• Pipeline Management: Maintain a strong sales pipeline, track progress against targets, and report on risks and opportunities.
• Positioning & Thought Leadership: Present investment capabilities effectively through compelling content and presentations to advisers and institutional stakeholders.
• Marketing Collaboration: Partner with marketing teams to create impactful sales collateral that enhances brand visibility and advocacy.
• Industry Representation: Represent the organisation at events, webinars, seminars, and forums with professionalism and credibility.
• Channel Expansion: Collaborate with internal teams to identify new channels, events, and client segments for increased brand awareness.

Key personal skills:

• Exceptional communication skills
• Ability to articulate complex investment concepts clearly for varied audiences
• Thrives in high-pressure environments and meets tight deadlines

If you are a dynamic investment professional with a “go-getter” attitude, ready to join a renowned investment management team – we encourage you to explore this exciting opportunity.