Investment Consultant Job - Cape Town | CA Financial Appointments

This is an exciting opportunity for an experienced Investment Consultant to join a dynamic and growing financial services firm. If you have experience in sales within the investment industry dealing with brokers, apply today.

RESPONSIBILITIES:
- Educate and advise new and existing clients on investment opportunities through multiple channels (no cold calling required)
- Work with global marketing divisions to qualify leads and assess fit
- Oversee the business development process; discovery, demos, solution creation, contract and negotiation
- Engage with portfolio managers and strategic economists on strategic and tactical asset allocations
- Facilitation of the growth of client products and investment opportunities
Manage and nurture a pipeline of leads and close new business
- Increase assets through upselling, cross-selling and managing churn
- Articulate product offering and offer support to clients
- Deliver value-add services via the client's tools offering

REQUIREMENTS:
- Good understanding and experience with Unit Trusts
- Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace
- Strong experience with social media
- Excellent written, verbal and presentation skills
- Ability to demonstrate excitement and keep a client engaged while presenting company’s story and products
- BComm Finance or Investment Management or equivalent and RE1 / RE5 qualification preferred
- Willingness to work US hours (1pm-9pm CAT)
- Full training will be provided on the company’s investment products, portfolio analysis and construction tools
- Potential opportunity to relocate to the USA

The compensation structure will consist of a salary and commissions based of US assets under management