Introduction

Investment Specialist

Sandton

Responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in the middle management category.
Duties & Responsibilities

• Manages a portfolio of existing large Corporate clients
• Responsible for retention of assets for existing clients
• Manages all contracted client deliverables
• Manages various levels of client relationships
• Develop proactive retention strategies for key clients
• Provide investment report backs to boards of Trustees, Manco's, Employers and Intermediaries
• Address all client Investment queries within SLA requirements
• Reduce levels of risk by proactively addressing areas of concern
• Provide alternative solutions with dissatisfaction of current products
• Collaborates effectively with internal stakeholders and third parties as determined by client needs to achieve retention results
• Where possible, grows the share of wallet per client
• Markets new and enhanced products to clients

Desired Experience & Qualification

• Relevant business or financial degree
• Minimum of 5 years' experience in investments
• Experience in managing large clients
• Excellent presentation skills
• Stakeholder management, excellent communication skills
• Relationship building & networking skills required
• Computer literacy with strong PowerPoint and Excel skills 15.9lo

Package & Remuneration
Negotiable