Reference: PTA000362-AS-1

Exciting new permanent position available at one of our Top clients in the Insurance industry. We are currently seeking a Fund Specialist with 3 - 4 year's experience in the Collective Investments Environment, Unit Trust Specialization, as well as Local Markets experience. Bachelor's Degree in Finance or CFA (with any levels or all 3) or equivalent investment. (Hybrid working model)

• To support the Head of Collective Investments with the distribution of local investment funds
• Drive the implementation of the client's Collective Investments strategy to deliver and promote the clients Investment Management funds and solutions, in line with business objectives.
• implement tactical and Fund Specialist's plans to execute the strategy to drive local sales targets.
• Utilize traditional and disruptive processes to build the client's Collective Investments' profile in the market.
• Implement the distribution strategy to increase net flows into local funds and model portfolios through channels such as MDS, MFP and MC:
• MDS: Management Data System
• MFP: Master Financial Planner
• MC: Marginal cost is an important factor in economic theory because a company that is looking to maximize its profits will produce up to the point where marginal cost (MC) equals marginal revenue (MR)
• Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
• Contribute to the development of business cases for proposal to decision-making bodies.
• Participate in the asset allocation and portfolio construction meetings to ensure a first-hand knowledge of the investment philosophy, portfolio holdings and portfolio decisions, as well as a good understanding of the context of the local market.
• Show care upon every client touchpoint, to deliver an exceptional experience. Accountability, Diversity, Excellence, Innovation, Integrity and Teamwork.
• Proven Dealmaker.
• Business Acumen.
• Driven towards Results.
• Impact and Influence.
• Process Analysis and Redesign.
• Reporting and Interpretation

TBA - TBA - Monthly