Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk, within the South African retail framework. We pride ourselves by offering solutions that support business strategies in the reallocation of investment capital, importantly in the face of increasing market and regulatory pressures, that are in the interest of the clients who chose to partner with us.

Our mission as an Asset Manager is:

• getting those that are not saving to save,
• getting those who are saving to save more effectively, and
• helping to fund Africa

Ashburton Investments has built a successful brand in both the retail and institutional market for both listed and unlisted capabilities. The business has seen exponential growth in assets under management since inception in 2013 to over R156bn as at May 2024. The business wishes to further capitalize on the strong positioning in the market by continuing to attract assets from retail clients into various asset classes; Equities, Multi Asset, Fixed Income and offshore to credit, LDI and other. For this purpose, Ashburton Investments now seeks to deepen their sales effort by appointing a retail Investment specialist.

The individual will form part of the Intermediated sales function for Ashburton Investments focusing on independent Financial Advisors.

Ashburton’s objective is to build a world class sales and client service capability which supports the firm’s goals of deepening and strengthening its value proposition and relationships.

Are you someone who can:

• Represent Ashburton Investments to independent financial advisors.
• Exceptional domestic and international investment knowledge.
• Keep abreast of the regulatory framework as it relates to investments.
• Achieve pre-determined AUM targets and preserve existing assets.
• Participate in public forums, fund conferences, investor road shows and other marketing initiatives.
•  Maintain accurate and up to date client CRM data.
• Create opportunities for thought leadership pieces and manage the distribution of periodic marketing collateral.
• Coordinates, prepare and host client engagement both online and in person.
• Effectively interpret performance data and utilize results to build client rapport, and a competitive value proposition that factors in specific client needs.
• Initiating and supporting the on boarding of direct clients.
• Identify opportunities to streamline processes and procedures, creating efficiencies.
• Assist with various administrative duties where necessary.
• Ensure sales practices and process comply with internal and external.
• compliance requirements and standards.
• Contribute meaningfully towards business strategy.

You will be an ideal candidate if you:

• Have completed a relevant undergraduate degree.
• Honours, Masters and/or CFA will be an advantage.
• Minimum 7 years of distribution and sales experience within a retail framework, working for an asset manager or linked investment service provider.
• An accomplished sales track record, with a proven and established independent financial advisor network.

You will have access to:

• Opportunities to network and collaborate.
• Challenging work
• Opportunities to innovate

Personal Attributes

• Honesty and integrity are of utmost importance.

• Entrepreneurial go-getter.
• Ethical and professional.
• Strives for excellence and ownership within area of
• responsibility.
• Structured and organized.
• Strong people skills are required to build stakeholder trust and
• confidence.
• Good communication and presentation skills.

• Must conform to the values of FirstRand and the principles by which
• Ashburton Investments operates.

We can be a match if you have:

• Persuasive with exceptional sales ability.
• Good business acumen
• Ability to build and maintain relationships at
• the highest level.
• Problem solver.
• Good analytical skill set with attention to
• detail.
• Results Orientated.
• Executive disposition.
• Leader and influencer.

• Astute and Risk aware.