Offshore Specialist

Our client, a leading financial services provider and member of a major financial group, is seeking a dynamic and driven Offshore Specialist to join their team in Western Cape.

In this role, you will support the international distribution strategy. You will maintain, grow, and train a portfolio of international investment intermediaries and distribution partners to increase market share via various distribution structures.

• Drive Business & Growth:
  Seize opportunities to drive dynamic new business targets while maintaining existing relationships and ensuring portfolio retention.
• Intermediary Support:
  Implement a forward-thinking intermediary support model to streamline collaboration between international divisions, intermediaries, and distribution partners.
• Expert Guidance:
  Provide timely, insightful, and precise information on offshore investing, products, funds, and services to become a trusted source of expertise.
• Training & Development:
  Ignite growth through knowledge and training, empowering intermediaries'' practices to flourish as offshore investment specialists.
• Campaigns & Projects:
  Drive the offshore investment discussion through specific projects and targeted marketing campaigns.
• Stakeholder Engagement:
  Engage with internal stakeholders to present solutions and contribute to product development, operations, and client service efficiencies.
• Proposition Enhancement:
  Identify broker needs and share, communicate, and develop tools/structures to enhance the company''s value proposition.
• SLA Management:
  Take initiative to coordinate and nurture strong, effective service level agreements with all distribution stakeholders.
• Team Leadership:
  Lead by example, engage partners, encourage excellence, and support the broader team.

• A relevant financial or investment tertiary qualification.
• At least 5 years of experience in the financial services industry (experience in distribution is an advantage).
• Fully bilingual in English and Afrikaans.
• Technical knowledge of retail investment products (experience with international products is an advantage).
• A valid Driver''s License and your own reliable vehicle, with a willingness to travel.
• Added Advantages:
  Exposure to specialising in investments, a CFP credential, and established relationships in the region.
• Demonstrated history in roles supporting and developing intermediary practices.

• Sales Drive & Resilience:
  Tenacity and a strong understanding of a competitive, fast-paced sales environment.
• Relationship Building:
  Proven ability to build and maintain strong relationships across various business forms, while working effectively as part of a team.
• Communication & Influence:
  Strong written, verbal, and presentation skills, with the ability to influence outcomes and decisions.
• Problem Solving:
  Critical thinking that incorporates innovation, problem-solving, and a focus on positive client experiences.
• Management
  
  Skills:
  
  Demonstrated leadership, planning, and organizing capabilities.
• Personal Attributes: A positive, enthusiastic attitude grounded in honesty, integrity, and respect; a "can-do" attitude; and the ability to work independently under pressure.