Investment Specialist - Port Elizabeth at PPS

Minimum Requirements

Qualification:

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5.

Experience: 

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.

Knowledge/Computer Literacy:

• MSOffice – specifically a good understanding of both PowerPoint and Excel.
• CRM experience.
• Client database experience an advantage.

Interpersonal & Intrapersonal Skills:

• Technical knowledge about investments, investment industry & trends.
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related    asset managers is a pre-requisite.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Resilience and Tenacity. 
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving.

Duties and Responsibilities

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to PPS Investments management.