Business Development and Investment Specialist needed at Robert Walters

• An exciting opportunity has arisen for a Business Development and Investment Specialist to join a leading investment solutions firm in Johannesburg.
• As the Business Development and Investment Specialist within this dynamic and progressive business, you will take on a dynamic role combining business development with technical expertise. This will include supporting the Head of Distribution by building relationships with distribution channels and financial advisers. Additionally, you will be responsible for implementing the company’s sales and growth strategy, client investment consulting and client relationship management.

Key qualifications and experience required for the Business Development and Investment Specialist:

• Bachelor’s degree in Finance, Investments, Economics, or a related field
• Qualified CFP or CFA (any or all three levels complete) highly preferred
• Minimum of 5 years of experience in Investment Management, Investment Distribution, or a related area
• Proven success in business development
• Extensive technical knowledge ofinvestments and portfolio management
• Deep understanding of financial markets, investment products and portfolio management
• Excellent analytical skills with the capability to interpret complex financial data

Key duties of the Business Development and Investment Specialist:

• Drive and deliver on the company’s purpose and strategy
• Support the Head of Distribution to deliver on sales targets
• Build the profile of the company in the market using traditional and disruptive processes
• Identify opportunities to grow the business with particular focus on increasing the transition rate into model portfolios and fund of funds
• Maintain and strengthen relationships with existing clients, ensuring high levels of satisfaction and retention
• Conduct market analysis to identify trends, opportunities and competitive landscape

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