Retail Investments Distribution Specialist
Location: Rondebosch, Cape Town (hybrid)
Salary: Market related
Come drive retail fund growth for a high-performing investment manager with bold ambitions.
Is this you?
You’re commercially astute, relationship-driven and energised by winning new business. You enjoy engaging with financial advisers, presenting with confidence and positioning investment solutions intelligently. You thrive in an entrepreneurial environment, bring resilience and integrity to your work, and are motivated by results, learning and continuous improvement.What you’ll be doing (and why you’ll enjoy it)
You’ll establish and lead a growing retail distribution function, developing and executing a strategy to attract and service financial advisers while growing assets under management. Your role will involve building strong relationships with IFAs, wealth managers and institutional partners, presenting investment solutions, managing asset flows and supporting clients with queries and administration. You’ll coordinate events, maintain CRM data, monitor industry trends and competitors, attend industry forums and work closely with senior leadership to support growth, compliance and strategic expansion.Where you’ll be doing it
Our client is a well-established, boutique investment management firm focused on delivering consistently strong outcomes for retail investors. With a long-standing track record, a performance-led culture and a clear growth vision, the business offers a collaborative, high-calibre environment where expertise is valued and impact is visible. The team operates with agility, professionalism and a shared commitment to excellence.What you’ll need
You’ll be degree qualified, with 6+ years’ experience in financial services, ideally in retail distribution. Strong capital markets knowledge is essential, along with proven experience marketing investment products to advisers. An RE5 is required, while CFA, CFP or Investment Honours will be highly advantageous. You’ll be a confident presenter with strong sales ability, relationship management skills and commercial insight. Being fluent in Afrikaans is highly advantageous.What you’ll get
A market-related package, national exposure, hybrid working (with core office days), and the opportunity to build and lead a key growth function within a respected, performance-driven business. This is a newly created role so you get to own and build the function within the business.How to apply
For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za – We appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.Applicant Consent
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