Investment Specialist – Pretoria needed at Coronation Fund Managers

Job Description

• Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.

Duties and Responsibilities

• Client visits including presentations to groups of clients and broker networks sometimes accompanied by an investment manager – servicing a client base situated in Pretoria as well as outlying areas (approximately 60/40 split, outlying areas may include Free State / Northern Cape / Northwest / Mpumalanga / Limpopo)
• Preparation of regular communication to clients including reporting and explanation of performance.
• Growing assets from existing clients and identifying new avenues for business for CFM.
• Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
• Pro-actively analyze client’s business to determine suitability of Coronation funds for their requirements.
• Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
• Must be in a position to discuss financial planning concepts with clients.
• Maintain and constantly update client database through effective use of MIS system

Ideal Experience

• Minimum 3-5 years of work experience ideally within the asset management, IFA, insurance or linked product markets, but all related experience will be considered.

Ideal Qualifications

Ideal Qualifications and Skills

• Related tertiary qualification(s) – commerce or legal qualification essential
• CFP an advantage – required if candidate is appointed
• Strong presentation skills – ability to present to IFA’s as well as end investors
• Good negotiating skills
• Be able to build and manage business relationships with clients
• Ability to network effectively
• Ability to service Afrikaans speaking IFA’s and clients with good written and spoken Afrikaans communication skills

Most Important Attribute

• Ability to establish and maintain profitable relationships with clients.

Systems Knowledge

• MSOffice
• Virtual communications platforms (MSTeams and Zoom an advantage)
• Client database experience an advantage

Closing Date

• 2026/01/31