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  • Posted: Oct 14, 2026
    Deadline: Oct 31, 2026
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  • PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...

     

    Head Institutional and Strategic Initiatives | Cape Town

    Closing date:    31-Oct-2026

    Responsibilities:

    • Engage existing and targeted clients  for PSG Asset Management on investment capabilities and related services
    • Successfully influence key stakeholders across institutional, DFM’s, MM, and other senior strategic partners critical for PSG AM growth;
    • Develop a scalable framework for the business, and own, and execute and agreed sales strategy for PSG Asset Management within the targeted opportunities.
    • Has a strong relationship and networking focus and established relationships to accomplish sales targets
    • Builds and develops a pipeline, manage net flow and business at risk to growth PSG Asset Management
    • Develop and maintain a strategic business plan for each priority partner, covering AUM, net flows prioritisation, campaigning and regular stakeholder engagement and report backs,  ensuring alignment and co-ordination of planning.
    • Team player, collaborating with team member  maximise opportunities for sales success;
    • Continuously keeping abreast of industry changes and market trends;
    • Continuous innovation and idea generation for marketing pitches and client presentations.

    Minimum requirements:

    • Minimum B.Com Investments, Finance, Economics
    • 10 years min industry experience
    • Established strategic corporate and executive advisory relationships

    Advantageous:

    • CFA or CFP qualification or studying towards will be advantageous
    • Honours degree in Investments

    Competencies required:

    • Planning/organising and coordinating skills
    • Interpersonal skills (Interaction with different business divisions and level of management)
    • Communication skills (verbal and written)
    • Solutions driven
    • Industry specific knowledge
    • Strong analytical skills
    • Applying technical expertise
    • Acute computer skills
    • Time management skills
    • Creativity and innovating
    • Presentation and Marketing skills
    • Decision & problem solving skills
    • Research/Analysis skills

    Check how your CV matches this job

    Method of Application

    Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

    Build your CV for free. Download in different templates.

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