Investment Specialist - Free State and Surrounds Panel at PSG Konsult Ltd

Responsibilities:

•  Meet sales targets on PSG Wealth products and platform - including PSG Multi-Manager, PSG Asset Management and PSG Platforms
• Ensure number and quality of sales activity are attained - minimum of 3 visits per day
• Build and maintain internal stakeholder relationships - business focused
•  Build and maintain external client relationships - adviser, assistant and client focused
• Manage and drive flows and revenue - retain existing assets, increase net new assets
•  Support the administration and client service departments
•  Manage and drive client and adviser events in the region
• Provide training and support to distribution network on all systems, processes, services, products and key business initiatives.
• Increase and/or maintain sales activity - including events, training, office visits
• Drive new business and ensure retention of existing business
• Monitoring feasibility of new business
• Brand building and networking
• Grow net flows to products and platforms
• Managing enquiries on products, systems and services
• Maximise identified opportunities
• Provide reports on activity to management
• Take responsibility for admin correctness, adherence to service level agreements, accurate execution of business
• Develop business/sales plan and strategy
• Follow up on leads, opportunities identified and key business initiatives
• Take responsibility for client presentations and proposals
• Technical sales activities - research, cost-, fund- and portfolio analyses and comparisons
• Create marketing and sales collateral
• Give strategic input to management - adviser panel, trends, system-, product-, and service development and enhancement
• Show value to the business - bring new ideas and turn into action

Qualifications and Experience:

• A completed undergraduate Degree is essential (Finance/Investment Management/Economics, etc.)
• Post-Graduate Diploma in Financial Planning (CFP®) or studying towards an advantage
• A minimum of 3 years´ relevant experience in in financial planning and/or wealth management distribution
• Bilingual in English and Afrikaans highly advantageous
• Solid competency with the Microsoft Office suite with strong Excel skills

Skills and Competencies:

• Systems and processes knowledge
• Industry, policy and regulatory environment knowledge
• Strong sense of accountability
• Liaison and negotiation skills
• Accuracy and analytical thinking
• Passion and energy
• Time management
• Analytical thinker
• Resilience
• Problem solver
• High organisational skills