Virtual Investment Specialist

The successful candidate will form part of the PPS Virtual Investments team. Primary responsibility will be the provision of investment specific support to financial intermediaries via one-on-one communication, telephony, multimedia, and via our online tools (such as Secure Site).

Experience:

At least 3 years experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business

Qualification:

• Related tertiary commerce qualification(s), BCom or similar
• CFP and/or investments related Honours degree an advantage

Competencies and ideal personality attributes:

• Reasonable knowledge about the LISP (product) and Investments industry
• Demonstrable training delivery skills are essential
• Self-discipline to work unsupervised and to maintain CRM system
• Resilience and Tenacity
• Strong interpersonal skills
• Relationship management - networking
• Communication - verbal & written
• Performance driven
• Innovative thinking and problem-solving

Systems knowledge:

• MSOffice - specifically a good understanding of both Outlook and Excel
• CRM experience
• Client database experience an advantage

Key success measurement:

• Proven track record of sales or client servicing ability and ability to expand the PPS Investments business by building long-term relationships with intermediaries.

• Supporting execution of both the National and Regional Business Development Sales Strategy
• Position PPS Investments as the preferred niche LISP for intermediaries
• Deliver on very specific flow targets, including both LISP and multi management capabilities as well as effective use of the CRM application
• 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 utilizing all of PPS Investments online capabilities and practice management information
• Supporting investment projects and campaigns, with the ability to deliver investment presentations online.
• Participating in investment product implementation
• One on one engagements around investments, from a 101 level to discussing the multi management value proposition
• Regular formal report backs to PPS management whilst developing and executing on an appropriate business plan to develop the panel

Information :

• Company : PPS Recruitment
• Position : Virtual Investment Specialist
• Location : Remote in Cape Town, Western Cape
• Country : ZA