WHAT DOES THE JOB ENTAIL?
Sales, Marketing and Relationship Building in the Asset Management Industry
To manage and develop relationships with platform (LISP) business development managers, their business consultants, financial advisors and direct clients
To maintain and grow business flows from IFA and direct clients
To ensure an understanding by platform (LISP) business development managers, their business consultants, financial advisors and direct clients of the philosophy and long-term goals of company Asset Management
To promote company Asset Management to platform (LISP) business development managers, their business consultants, financial advisors and direct clients.
To present to platform (LISP) business development managers, their business consultants, financial advisors and direct clients when required to do so, and to take responsibility for the efficient coordination of the events
To arrange and oversee the coordination of platform (LISP) business development managers, their business consultants, financial advisors and direct clients (In house / externally) venues, presentations, marketing material, etc.
To ensure the highest standard of service excellence for all company Asset Management’s clients
To identify trends in the industry and to gather intelligence, and to take steps to ensure threats are countered, and opportunities are identified
To develop and maintain a strategic plan, and to execute against that plan
To solve and manage queries on an ongoing basis
To proactively report back to platform (LISP) business development managers, their business consultants, financial advisors and direct clients, on the tracking of all new business, queries, outstanding requirements, assets under management, and all ad-hoc requests
To respond to and resolve all platform (LISP) business development managers, their business consultants, financial advisors and direct clients’ ad hoc requests
To meet with and report progress made to management
To advise management of any incident that might compromise the values of company Asset Management
To keep and maintain a portfolio of evidence of all daily activities for presentation purposes to management
Work together with management on ad-hoc projects to further business development i.e. presentations, functions etc.
WHO ARE WE LOOKING FOR?
Experience within the Asset Management / IFA markets
Strong presentation skills, ability to present to IFAs as well as direct investors
Exceptional people skills
Be able to build and manage business relationships with clients
Ability to network effectively
Must demonstrate a knowledge and passion for investments
Incentive driven
Opportunistic approach
Sales oriented, must demonstrate a desire and ability to sell
Be comfortable with a mobile office environment
Presentable
Self-starter, able to operate independently and manage time effectively
Energetic
Confident in dealing with people as well as presenting
Outgoing
EE and Non-EE Candidates may apply
EDUCATIONAL REQUIREMENTS :
Related Tertiary Qualification(s) BCom Economics / Investment Management / Finance
PACKAGE :
Industry Related Basic (Depending on level of experience) + Performance based bonus (At discretion of management) + Cell phone, Laptop, 3G, Printer, Travel re-imbursement.
Please consider your application unsuccessful should you not receive a response within two weeks of applying.
