About the position
Retail Investments Distribution Specialist Come drive retail fund growth for a high-performing investment manager with bold ambitions. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Rondebosch, Cape Town
Market-related
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.
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.
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.
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.
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.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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.
Desired Skills:
- Investments
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Degree
