Asset Management: Client Director at PPS

Job purpose:

• PPS Investments is seeking an accomplished Client Director/Investment Specialist for a newly created role that will play an integral role in expanding our asset management capability. The focus is on driving the distribution of our Partnership Asset Management funds – a suite of sub-advised, single-manager funds – to Category II asset aggregators, Discretionary Fund Managers (DFMs), adviser networks, investment platforms (LISPs), and other key intermediaries. This is a senior role with a mandate to help shape and accelerate the next phase of PPS Investments’ growth, working closely with the Executive: Partnership Asset Management and the broader distribution team. The successful candidate will collaborate across the organisation to execute ambitious growth plans, contributing significantly to the expansion of our Partnership fund range and overall asset management business.

Minimum Requirements    
Ideal qualifications:

• A bachelor’s degree in finance, economics, or a related field is preferred.
• Advanced designations such as CFA, CAIA, or CIPM (completed or in progress) are highly advantageous.
• Regulatory qualifications like RE5 (Financial Advisory and Intermediary Services exam) are preferred.
• These credentials demonstrate a commitment to professional excellence and will bolster your credibility with sophisticated clients.

Ideal experience:

• At least 5 years’ proven track record and experience within the asset management industry including (preferably business development, DFM and/or multi management experience)
• Established relationships and credibility across the IFA, DFM, LISP, and fund-of-funds community are highly advantageous. The ideal candidate is someone already recognized and trusted by decision-makers in these channels – capable of immediately leveraging a robust network to create opportunities.
• Investment product knowledge and understanding of the broader local and global asset management landscape are required. You should be well-versed in unit trusts and portfolio construction, have up-to-date insight into ASISA fund categories and investment strategies, and be able to discuss how economic and market trends impact various asset classes and products.
• Commercially driven with ability to develop business and bring on new client partnerships 

Competencies and ideal personality attributes:

• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers
• Strategic mindset and business acumen
• Influence and persuasion
• Client centric relationship builder
• Pro-activeness and results orientated
• Innovative thinking and problem-solving skills
• Results focused
• Team collaboration and leading by influence

Systems knowlege:

• MS Office Suite
• Morningstar

Duties and Responsibilities    
Main duties and responsibilities:

• Drive AUM Growth Through Distribution: Champion the expansion of the PPS Partnership fund range across South Africa’s retail and wholesale investment markets, with a focus on third-party partner channels (DFMs, multi-managers, LISPs, IFAs, fund-of-funds). Develop and execute robust distribution plans to consistently deliver new net inflows.
• Strategic Market Development: Identify and pursue new market opportunities and strategic partnerships that align with our growth objectives.
• Stakeholder & Relationship Management: Build and maintain high-trust, reciprocal relationships with key investment decision-makers across the industry. This includes nurturing connections with research heads at DFM and multi-manager firms, model portfolio managers, platform due-diligence teams, and senior independent financial advisers.
• Brand & Network Influence: Elevate PPS’s visibility and credibility in the external market through active networking
• New Business Pipeline & Sales Process: Develop and manage a sustainable new business pipeline of potential opportunities.
• Internal Collaboration & Product Alignment: Work closely with internal teams – including the product development, investment management, marketing, and business intelligence teams – to align our strategies with market needs.
• Insight Generation: Serve as the “voice of the client” within PPS Investments. Provide structured feedback on investor and intermediary sentiment, competitive product trends, and any service gaps, thus enabling continuous improvement of the Partnership fund range and associated service model.
• Thought Leadership & Market Insight: use investment knowledge and market insights to grow the Partnership fund range.

Deadline:31st March,2026