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Posted 2 months ago

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Specialist, Investment Proposal

Johannesburg, GP, South AfricaHybridFull-time

AI Summary

Develops high‑quality, accurate, and compliant investment proposals and RFP responses for institutional and retail clients, translating complex investment capabilities into client‑ready submissions.

About this role

Specialist, Investment Proposal

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

To enable asset management growth by leading the development of high quality, accurate and compliant investment proposals and request for proposal responses, translating complex investment capabilities into compelling client ready submissions that support client acquisition, retention and distribution strategy across institutional and retail markets.

Qualifications

Degree: Business Commerce, Communication, Finance and Accounting, Marketing

Experience Required

  • Proposition & Product Development
  • Investment & Asset Management
  • 5-7 years' experience in asset management or a regulated financial services environment, covering request for proposal/due diligence questionaire and bid management, investment proposals, institutional client servicing, and engagement with senior investment and distribution stakeholders

Additional Information

Behavioural Competencies:

  • Articulating Information
  • Checking Things
  • Documenting Facts
  • Establishing Rapport
  • Examining Information

Technical Competencies:

  • Analysing and Interpreting Information
  • Business Administration Skills
  • Competitor Analysis
  • Data Management 
  • Knowledge Management

Skills

Analysing And Interpreting InformationBusiness AdministrationCompetitor AnalysisData ManagementDue Diligence QuestionnairesKnowledge ManagementProposal DevelopmentRFP Management

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