investment-specialist-port-elizabeth-at-pps

Job Description:

Beware of scammers who pose as reprensentatives of genuine employers.

PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...

Investment Specialist - Port Elizabeth

Minimum Requirements

Qualification:

Bachelor’s degree in commerce or related field essential.
CFP and/or investments related honours degree an advantage.
RE5.

Experience:

At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
Discretionary Fund Manager’s and/or multi management experience would be advantageous.

Knowledge/Computer Literacy:

MSOffice – specifically a good understanding of both PowerPoint and Excel.
CRM experience.
Client database experience an advantage.

Interpersonal & Intrapersonal Skills:

Technical knowledge about investments, investment industry & trends.
Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
Demonstrable training delivery skills are essential.
Self-discipline to work unsupervised and to maintain CRM system.
Resilience and Tenacity.
Strong presentation skills.
Relationship management – networking.
Communication - verbal & written.
Performance driven.
Innovative thinking and problem-solving.

Duties and Responsibilities

Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
Identify and develop strategic partnerships to leverage new opportunities.
Position PPS Investments as the niche LISP for intermediaries in your region.
Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
Provide PPS head office with detailed reporting on leads and opportunities.
Excellent client services, including proactive response to intermediary needs.
Supply intermediaries with accurate investment, product, fund, service and investor information.
Training and developing the intermediary and support staff.
Supporting investment projects and campaigns, with the ability to deliver investment presentations.
Participating in investment product implementation.
Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
Regular formal report backs to PPS Investments management.