OFFSHORE INVESTMENT SPECIALIST

SUMMARY:
OFFSHORE INVESTMENT SPECIALIST

POSITION INFO:

JOB SPECIFICATION: OFFSHORE INVESTMENT SPECIALIST

Position Title: Offshore Investment Specialist

Location: Cape Town, South Africa

Reporting To: Head of Sales

Job Grade: Senior Specialist / JG11 Equivalent

Job Purpose

The Offshore Investment Specialist will be responsible for supporting the international distribution strategy by maintaining, growing, and training a portfolio of international investment intermediaries and distribution partners. The primary goal is to increase market share and drive new business growth through various international distribution structures.

Key Outcomes & Responsibilities

• Sales & Portfolio Management: Proactively drive dynamic new business targets while maintaining strong relationships to ensure the retention of an existing client portfolio.

• Intermediary Support: Implement a forward-thinking support model that streamlines collaboration between the organization, intermediaries, and distribution partners.

• Subject Matter Expertise: Serve as the go-to source for trusted expertise, providing timely, insightful, and precise information on offshore investing, products, funds, and services.

• Training & Development: Empower intermediary practices to flourish by delivering impactful knowledge-sharing and technical training sessions to position them as offshore investment specialists.

• Market Engagement: Drive the offshore investment conversation across the industry through dedicated projects, market research, and specialized marketing campaigns.

• Internal Collaboration: Partner with internal stakeholders to present strategic solutions and contribute to continuous improvement in product development, operations, and client service efficiencies.

• SLA Management: Take the initiative to coordinate, establish, and nurture robust service level agreements (SLAs) with all distribution stakeholders.

Qualifications & Experience

• Education: A relevant financial or investment-focused tertiary qualification (e.g., BCom Finance, Economics, Investment Management).

• Professional Designation: Certified Financial Planner (CFP) designation is highly advantageous.

• Industry Experience: Minimum of 5 years of experience within the financial services industry. Specific experience in retail investment distribution or platform sales is a distinct advantage.

• Language Proficiency: Must be fully bilingual in English and Afrikaans with excellent written and verbal communication skills.

• Technical Knowledge: Deep technical understanding of retail investment products. Specific exposure to offshore/international products, funds, and structures is highly preferred.

• Network: An established network of broker/intermediary relationships within the Western Cape region is a strong advantage.

• Licensing & Mobility: A valid Driver’s License and access to a reliable personal vehicle are mandatory. Must be willing to travel regularly for intermediary visits.

Key Competencies

• Sales Drive: High levels of resilience, tenacity, and a proven ability to thrive and deliver results in a highly competitive sales environment.

• Relationship Building: Exceptional interpersonal skills with the ability to influence decisions and build lasting relationships across diverse business structures.

• Critical Thinking: Strong problem-solving, innovation, and presentation skills.

• Execution: Action-oriented, performance-driven, and highly organized with the ability to work independently under pressure.

• Leadership: Demonstrated leadership, planning, and organizational skills to guide partners and support the broader regional sales team.

Core Attributes

• A positive, enthusiastic, and "can-do" attitude when engaging with both internal and external parties.

• A foundational professional ethos rooted in honesty, integrity, and mutual respect.

• A natural alignment with teamwork and shared success.