Offshore Specialist

SUMMARY:
Offshore Specialist

POSITION INFO:
Reports To: Head of Sales Job Purpose The Offshore Specialist supports international distribution structures in maintaining and growing an international investment intermediary portfolio, while increasing market share for international business . Key Outcomes Drive new business growth and increase retention of existing investment business . Achieve profitable annual sales volumes and monthly targets by directly and actively managing an intermediary portfolio . Implement regional business plans covering sales volumes, investment education, training, marketing, and client service administration . Execute an intermediary support model to enable effective communication between the international investment division, intermediaries, and product providers by : Supplying accurate investment, product, fund, service, and investor information . Training and developing intermediaries and their office staff . Supporting investment projects and marketing campaigns . Participating in investment product implementation, presentations, product development, and client service support . Assisting with practice management to identify broker needs, technology requirements, reporting, and profitable practice development . Coordinate and maintain effective Service Level Agreements (SLAs) with all relevant stakeholders . Ensure strict adherence to all regulatory requirements (e.g., FAIS, FICA) . Qualifications and Experience 5+ years of experience in a financial distribution and investments environment . Relevant financial or investment tertiary qualification . Established relationships within the region (preferred) . Demonstrated experience in supporting and developing Independent Financial Advisor (IFA) practices . Fully bilingual in English and Afrikaans . Strong technical knowledge of international investments, the broader investment industry, and market trends . Valid driver''s license, access to a reliable vehicle, and a willingness to travel . Competencies & Attributes Strong resilience, tenacity, and stress tolerance suited for a high-pressure sales environment . Proven ability to build and maintain relationships, exercise impact and influence, and work collaboratively to achieve regional goals . Action-oriented, performance-driven, and highly proactive with strong initiative and client orientation . Excellent verbal and written communication, presentation, innovative thinking, and problem-solving skills . Strong management capabilities across planning, leading, organizing, and controlling . Demonstrates honesty, integrity, respect, enthusiasm, and a positive, team-oriented attitude .