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Johannesburg: Retail Investment Distribution Specialist posted by Rory Mackie & Associates

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Job Description

About the client:

Established in 2019, our client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior returns through their rigorous bottom-up valuation methodology which provides deep understanding of every company they invest in. Our client currently manages R40bn of predominantly institutional client money.

Role Purpose

The Investment Distribution Specialist will be responsible for driving the distribution of our clients Investment products to retail clients and Independent Financial Advisors (IFAs). This role requires a strong understanding of investment products, excellent relationship management skills, and the ability to communicate complex investment concepts in a clear and compelling way.

Key Responsibilities:

  • Develop and execute a distribution strategy to grow assets under management (AUM) within the retail and IFA channels
  • Build and maintain strong, long-term relationships with IFAs, wealth managers, and retail investors
  • Present our clients investment philosophy, process, and product range to prospective and existing clients
  • Conduct regular client meetings, roadshows, and training sessions for IFAs
  • Collaborate with the investment team to ensure accurate and timely product information is communicated to clients
  • Monitor competitor activity and market trends to identify new business opportunities
  • Maintain accurate CRM records and prepare regular sales and pipeline reports

Qualifications & Experience:

  • Bachelors degree in Finance, Economics, Business, or related field (CFA or CFP designation advantageous)
  • Minimum 5 years experience in investment distribution, preferably within asset management
  • Proven track record of building and managing relationships with IFAs and retail clients
  • Strong knowledge of investment products, markets, and regulatory requirements
  • Excellent presentation, communication, and interpersonal skills
  • Ability to work independently and as part of a collaborative team
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Key Competencies:

  • Client-focused with a consultative sales approach
  • Commercially astute with strong business development skills
  • High integrity and professionalism
  • Analytical thinker with the ability to simplify complex investment concepts
  • Resilient, adaptable, and results-driven

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Management Jobs in Gauteng

In the Gauteng region of South Africa, the management profession offers various opportunities across multiple industries. The general job market trends indicate a demand for experienced professionals who can lead and manage teams effectively. This is particularly evident in sectors such as technology, where companies like Google and Microsoft often require skilled managers to oversee their operations.

Typically, salaries for other management positions in Gauteng fall within broad ranges. For instance, entry-level roles may command salaries between R400 000 to R600 000 per annum, while senior management positions can expect salary ranges of R1 million to R3 million or more, depending on factors like experience, company size, and industry sector. It is essential to note that these are general estimates and actual salaries can vary significantly.

Common skills required for other management roles in Gauteng include excellent communication, leadership, strategic planning, problem-solving, and analytical skills. These professionals must be able to manage people, projects, and resources effectively, often working in fast-paced environments where adaptability is crucial. Strong business acumen, emotional intelligence, and the ability to make informed decisions are also highly valued.

The financial services sector, technology industry, manufacturing sector, and other sectors commonly employ management professionals with a range of skills. In these industries, roles such as operations manager, project manager, business development manager, and departmental head are common. These positions often require experience, leadership skills, and the ability to drive growth and efficiency.

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Career development opportunities for those in management roles in Gauteng abound. With experience, professionals can move into senior leadership positions or transition into related fields such as HR, consulting, or entrepreneurship. Many companies offer training and development programs to support their employees’ career progression, providing opportunities for advancement and skill enhancement.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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