Investment Specialist

Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.

• Client visits including presentations to groups of clients and broker networks sometimes accompanied by an investment manager – servicing a client base situated in Pretoria as well as outlying areas (approximately 60/40 split, outlying areas may include Free State / Northern Cape / Northwest / Mpumalanga / Limpopo)
• Preparation of regular communication to clients including reporting and explanation of performance.
• Growing assets from existing clients and identifying new avenues for business for CFM.
• Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
• Pro-actively analyze client's business to determine suitability of Coronation funds for their requirements.
• Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
• Must be in a position to discuss financial planning concepts with clients.
• Maintain and constantly update client database through effective use of MIS system.