Junior Investment Specialist at Coronation Fund Managers

• This role suits a confident, articulate professional who knows how to turn relationships into results, spotting opportunities others miss, building trust that sticks and driving growth while keeping clients front and centre.

Duties and Responsibilities    

• Conduct client visits and virtual presentations to clients and broker networks, sometimes supported by a Portfolio Manager. The initiative is national and may require servicing clients in outlying regions.
• Prepare client communications, including performance reporting and explanations.
• Grow assets from existing clients and identify new business opportunities.
• Manage and develop client accounts of varying sizes.
• Analyse client needs to assess suitability of Coronation funds.
• Stay informed on industry, competitor, and market trends to engage clients effectively.
• Analyse target markets to identify viable segments and shape strategy.
• Maintain and update the client database using the MIS system.

Ideal Experience    

• A minimum of 2 years’ working experience in a client servicing or sales role.
• Experience gained within asset management, IFA, insurance, or linked product markets preferred.
• Other relevant industry experience will be considered.
• Strong interest in and understanding of investments required.

Ideal Qualifications    

• A completed Bachelor’s degree in law or commerce is required with majors in Finance, Investments, Law or other related fields.
• A completed Certified Financial Planner (CFP) qualification advantageous, if not yet completed, this will be required upon appointment.

Most Important Attribute    

• Ability to build and sustain profitable client relationships.

Systems Knowledge    

• Proficiency in Microsoft Office.
• Experience with virtual communication platforms e.g. MS Teams, Zoom advantageous.
• Experience using a client database or CRM systems advantageous.
• Experience using AI tools advantageous.