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Investment Specialist - Bloemfontein

PPS Recruitment | Bloemfontein, Free State | ZA

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the PPS Recruitment with the position of Investment Specialist - Bloemfontein - PPS Recruitment which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Investment Specialist - Bloemfontein - PPS Recruitment below matches your qualifications.

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Job Advert Summary

The successful candidate will form part of the national PPS Investments sales team. Primary responsibility will be the provision of investment specific support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Investments business in the region by building long-term relationships with high-net-worth intermediaries.

Minimum Requirements

Formal Qualification:

  • Bachelors degree in commerce or related field essential.
  • CFP and/or investments related honours degree an advantage.
  • RE5.

Experience:

  • At least 3 to 5 years experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
  • Discretionary Fund Managers and/or multi management experience would be advantageous.

Interpersonal and Intrapersonal Skills:

  • Technical knowledge about investments, investment industry & trends.
  • Knowledge around Discretionary Fund Managers, ASISA categories and related asset managers is a pre-requisite.
  • Demonstrable training delivery skills are essential.
  • Self-discipline to work unsupervised and to maintain CRM system.
  • Resilience and Tenacity.
  • Strong presentation skills.
  • Relationship management - networking.
  • Communication - verbal & written.
  • Performance driven.
  • Innovative thinking and problem-solving.
Duties and Responsibilities

Key Responsibilities:

  • Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
  • Identify and develop strategic partnerships to leverage new opportunities.
  • Position PPS Investments as the niche LISP for intermediaries in your region.
  • Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
  • Provide PPS head office with detailed reporting on leads and opportunities.
  • Excellent client services, including proactive response to intermediary needs.
  • Supply intermediaries with accurate investment, product, fund, service and investor information.
  • Training and developing the intermediary and support staff.
  • Supporting investment projects and campaigns, with the ability to deliver investment presentations.
  • Participating in investment product implementation.
  • Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
  • Regular formal report backs to PPS Investments management.

Information :

  • Company : PPS Recruitment
  • Position : Investment Specialist - Bloemfontein
  • Location : Bloemfontein, Free State
  • Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Investment Specialist - Bloemfontein job info - PPS Recruitment Bloemfontein, Free State above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Investment Specialist - Bloemfontein job info - PPS Recruitment Bloemfontein, Free State in 2025-04-07 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.

Next Process

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Post Date : 2025-04-07 | Expired Date : 2025-05-07

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