Offshore Investment Specialist

SUMMARY:
Offshore Investment Specialist

POSITION INFO:

Offshore Investment Specialist

Our client, a leading financial services provider and member of a major financial group, is seeking a dynamic and driven Offshore Specialist to join their team in Western Cape .

In this role, you will support the international distribution strategy. You will maintain, grow, and train a portfolio of international investment intermediaries and distribution partners to increase market share via various distribution structures.

Key Responsibilities:

Drive Business & Growth: Seize opportunities to drive dynamic new business targets while maintaining existing relationships and ensuring portfolio retention.

Intermediary Support: Implement a forward-thinking intermediary support model to streamline collaboration between international divisions, intermediaries, and distribution partners.

Expert Guidance: Provide timely, insightful, and precise information on offshore investing, products, funds, and services to become a trusted source of expertise.

Training & Development: Ignite growth through knowledge and training, empowering intermediaries'''' practices to flourish as offshore investment specialists.

Campaigns & Projects: Drive the offshore investment discussion through specific projects and targeted marketing campaigns.

Stakeholder Engagement: Engage with internal stakeholders to present solutions and contribute to product development, operations, and client service efficiencies.

Proposition Enhancement: Identify broker needs and share, communicate, and develop tools/structures to enhance the company''''s value proposition.

SLA Management: Take initiative to coordinate and nurture strong, effective service level agreements with all distribution stakeholders.

Team Leadership: Lead by example, engage partners, encourage excellence, and support the broader team.

Job Requirements:

A relevant financial or investment tertiary qualification.

At least 5 years of experience in the financial services industry (experience in distribution is an advantage).

Fully bilingual in English and Afrikaans.

Technical knowledge of retail investment products (experience with international products is an advantage).

A valid Driver''''s License and your own reliable vehicle, with a willingness to travel.

Added Advantages: Exposure to specialising in investments, a CFP credential, and established relationships in the region.

Demonstrated history in roles supporting and developing intermediary practices.

Key Competencies & Attributes:

Sales Drive & Resilience: Tenacity and a strong understanding of a competitive, fast-paced sales environment.

Relationship Building: Proven ability to build and maintain strong relationships across various business forms, while working effectively as part of a team.

Communication & Influence: Strong written, verbal, and presentation skills, with the ability to influence outcomes and decisions.

Problem Solving: Critical thinking that incorporates innovation, problem-solving, and a focus on positive client experiences.

Management Skills: Demonstrated leadership, planning, and organizing capabilities.

Personal Attributes: A positive, enthusiastic attitude grounded in honesty, integrity, and respect; a "can-do" attitude; and the ability to work independently under pressure.