Fund Specialist

Introduction Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose Curate Asset Management is a specialist asset management business offering a range of local and global unit trust funds. The Fund Specialist will be responsible for accelerating sales growth, strengthening brand awareness and supporting the growth and retention of assets across Curate’s local and global fund range, including hard currency and rand denominated solutions. The role requires a commercially astute, highly professional and self-managed individual who can build trusted relationships, convert opportunities into measurable flows and represent Curate with credibility in the market.

Requirements

• Bachelor’s degree in Finance, Investments, Economics, Business Science or a related field.

• CFA qualification, progress towards CFA, or an equivalent investment qualification or background would be advantageous.

• Minimum of 5 years’ relevant experience in the collective investments, asset management, investment distribution or unit trust environment.

• Demonstrated understanding of local and global unit trust funds, including rand denominated and hard currency investment solutions.

• Sound knowledge of investment markets, fund positioning, asset classes, risk considerations and adviser distribution dynamics.

• Proven track record in sales, client relationship management, adviser engagement or investment specialist activity.

• Experience engaging with DFMs, multi-managers, financial advisers and other investment decision makers would be advantageous.

• Exceptional engagement, communication and negotiation capability.

Duties & Responsibilities****Growth and Retention of Assets

• Develop and implement regional and channel specific strategies to grow assets under management and maintain positive net flows.

• Identify, prioritise and convert new business opportunities across internal and external advice channels.

• Proactively manage redemption risk through adviser engagement, client education, insight sharing and targeted retention initiatives.

• Support Momentum Distribution Services, where appropriate, to drive additional sales into Curate funds through adviser and client networks.

• Build and deepen support from Discretionary Fund Managers, multi-managers and key investment decision makers.

• Maintain a robust sales pipeline, track activity against agreed targets and provide regular reporting on progress, risks and opportunities.

Sales, Distribution and Brand Promotion

• Position Curate’s investment capabilities and fund range effectively to advisers, DFMs, multi-managers and institutional stakeholders.

• Develop and execute differentiated initiatives to enhance brand visibility, market presence and client advocacy.

• Partner with marketing and communications teams to produce compelling, accurate and compliant sales collateral, presentations and thought leadership content.

• Represent Curate at client engagements, industry events, webinars, seminars and public forums with confidence and technical credibility.

• Collaborate with internal teams and external partners to identify new channels, events and client segments that can expand brand awareness and distribution reach.

Client Relationship Management and Service Excellence

• Build, manage and strengthen relationships with key clients, advisers and strategic partners, ensuring high levels of trust, satisfaction and engagement.

• Deliver an exceptional pre-sales and after-sales experience aligned to agreed service standards and Curate’s client value proposition.

• Host and manage client meetings, adviser roadshows, market updates and bespoke client events.

• Act as a credible point of contact for fund related queries, investment positioning, market context and product information.

• Monitor adviser and client feedback, identify service gaps and work with internal stakeholders to improve the client experience.

Market Insight, Technical Expertise and Thought Leadership

• Remain up to date with investment markets, competitor activity, fund performance, regulatory developments and industry trends.

• Translate complex investment concepts into clear, practical and relevant insights for a range of client and adviser audiences.

• Provide regular market intelligence to the business to support strategic planning, proposition development and service improvement.

• Contribute to thought leadership initiatives that showcase Curate’s investment expertise and strengthen its market credibility.

• Ensure all market commentary, presentations and client engagements are accurate, professional and aligned to approved messaging.

Team Contribution and Ways of Working

• Demonstrate a proactive, outcomes focused and solutions orientated approach to achieving business objectives.

• Work collaboratively with distribution, investment, product, marketing, operations and client service teams to deliver integrated outcomes.

• Show resilience, adaptability and sound judgement in a dynamic, high performance environment.

• Manage time, priorities and activities effectively in a remote working model, with strong accountability for delivery. Live and promote the organisation’s values, including accountability, diversity, excellence, innovation, integrity and teamwork.

Competencies

• Strong commercial orientation with the ability to originate, shape and close business opportunities.

• Excellent relationship building, stakeholder management and negotiation skills.

• Ability to articulate complex investment and product information clearly to varied audiences.

• Strong presentation and public speaking capability, with professional presence and credibility.

• High levels of professionalism, integrity, discretion and client centricity.

• Self-motivated, proactive and disciplined, with the ability to work independently and deliver results under pressure.

• Strategic thinker with the ability to identify market opportunities and translate them into practical action plans.

• Strong listening skills, emotional intelligence and the ability to influence constructively.

• Commitment to continuous learning, technical development and performance improvement.

• Ambitious, resilient and results driven, with a strong fit for a collaborative team culture.