This is not a classic Investment Specialist role. It will require this background but suit a person who enjoys client acquisition, and the selling and marketing of this company's house view investment process and solutions.

The role requires travelling into the regional network and presenting the case for investing in the Range of House view portfolios. Emphasis of the role is marketing the model house views rather than contributing to the investment decision-making process. The role is a full-time in-office role and most definitely not a "hybrid work-from-home" role.
The successful candidate will be seated in the Investment Team, but line reporting will be the Business Development /Marketing team with emphasis on marketing the propositions.

The remuneration model will include a component of production bonus on the achievement of annual investment targets across the range of investment solutions.

Experience and Educational Requirements:

• A relevant tertiary (university degree) qualification is required.
• Experience in Investment Management, Distribution and or Sales in Financial Services (Examples include an Investment Analysts, Junior PM or Wealth Manager, Business Development Manager Investment Specialist or Investment Broker Consultant
• Experienced in the fundamentals of Investment Markets and Economic drivers of Capital Markets
• Experience in the investment product provider industry would be highly advantageous.

We are looking for an energetic business professional coming out of an Investment/Insurance role servicing a Distribution channel.

Desired Skills:

• investment analyst
• portfolio manager
• wealth manager
• investment specialist
• investment broker consultant
• Financial Advisory
• Investment Strategies

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level & Accreditations:

• Honours
• Chartered Financial Analyst