Head Institutional and Strategic Initiatives | Cape Town | Permanent

Designation: Head Institutional and Strategic Initiatives | Cape Town | Permanent

Category: Sales

Job Level: Professionally qualified and experienced specialists and mid-management

Posted by: PSG Financial Services

Posted on: 05 Oct 2026

Reference Number: POS37140

Closing date: 31-Oct-2026

Position Type: Permanent

Location: Constantia Main Road

Overview:

VACANCY | HEAD INSTITUTIONAL AND STRATEGIC INITIATIVES | CAPE TOWN | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

To develop strategic partnerships, increasing PSG Asset Management’s share of wallet within prioritized distribution channels across all key decision-makers to drive levers to increase the business’s net flow and adviser penetration across these targeted partnerships. This is a strategic commercial role; it requires an individual who can engage at executive level, while mobilizing internal collaboration to deliver against agreed planning.

Responsibilities:

• Engage existing and targeted clients for PSG Asset Management on investment capabilities and related services
• Successfully influence key stakeholders across institutional, DFM’s, MM, and other senior strategic partners critical for PSG AM growth;
• Develop a scalable framework for the business, and own, and execute and agreed sales strategy for PSG Asset Management within the targeted opportunities.
• Has a strong relationship and networking focus and established relationships to accomplish sales targets
• Builds and develops a pipeline, manage net flow and business at risk to growth PSG Asset Management
• Develop and maintain a strategic business plan for each priority partner, covering AUM, net flows prioritisation, campaigning and regular stakeholder engagement and report backs, ensuring alignment and co-ordination of planning.
• Team player, collaborating with team member maximise opportunities for sales success;
• Continuously keeping abreast of industry changes and market trends;
• Continuous innovation and idea generation for marketing pitches and client presentations.

Minimum requirements:

• Minimum B.Com Investments, Finance, Economics
• 10 years min industry experience
• Established strategic corporate and executive advisory relationships

Advantageous:

• CFA or CFP qualification or studying towards will be advantageous
• Honours degree in Investments

Competencies required:

• Planning/organising and coordinating skills
• Interpersonal skills (Interaction with different business divisions and level of management)
• Communication skills (verbal and written)
• Solutions driven
• Industry specific knowledge
• Strong analytical skills
• Applying technical expertise
• Acute computer skills
• Time management skills
• Creativity and innovating
• Presentation and Marketing skills
• Decision & problem solving skills
• Research/Analysis skills

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 31 October 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.