Lead, Investment Sales at Liberty Group South Africa

Job Description

• We’re looking for a Senior Manager: Investment  Solutions to join our dynamic team and spearhead the expansion of our footprint within the corporate and institutional market.
• In this role, you’ll be at the forefront of consultative selling, strategic client engagement, and solution-driven investment conversations.
• You’ll partner with key stakeholders to deliver tailored investment solutions that empower retirement fund members and institutional investors to achieve their long-term financial goals.

Qualifications

• Type of Qualification: First Degree
• Field of Study: Finance and Accounting
• Licenses & Certifications: FAIS Rep & Key Individual

Experience Required

Investment Management

• Asset Management
• 8-10 years
• Experience in investment consulting, discretionary fund management (DFM), or portfolio management within a financial services or asset management environment

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Challenging Ideas
• Checking Things
• Conveying Self-Confidence
• Developing Expertise
• Developing Strategies
• Documenting Facts
• Embracing Change
• Empowering Individuals
• Establishing Rapport
• Following Procedures
• Generating Ideas
• Interacting with People
• Making Decisions
• Meeting Timescales
• Providing Insights
• Pursuing Goals
• Seizing Opportunities
• Team Working
• Upholding Standards

Technical Competencies:

• Asset Management
• Brand and Product Activations
• Business Development
• Client Value Propositions
• Data Compliance
• Data Quality
• Economic Analysis
• Financial Acumen
• Financial Planning
• Performance Benchmarking
• Research
• Strategic Planning and Reporting