Investment Consultant | Sandton

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.

Key Responsibilities:

1. Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
2. Build and strengthen relationships with distribution partners such as LISPs.
3. Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
4. Engage clients through meetings, events, roadshows, and conferences.
5. Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
6. Collaborate with marketing on product launches, campaigns, and flagship funds.
7. C...