Investment Specialist/Account Manager (Retail Investment Products)
Rory Mackie & Associates
4d ago
source :

Johannesburg - The retail business offers a comprehensive range of local and offshore investment products to individual (end) investors and financial planners.

Our client’s investment options include actively and passively managed unit trusts, hedge funds and multi-managed solutions.

Key responsibilities Formulate clear strategic objectives and a business plan for specific client area (IFA’s / tied Advisors / Direct retail clients) Work closely with the Head : Retail Distribution and other Account Managers, in terms of developing client strategy and plans (i.

e. sales and retention strategies) Actively use and leverage capability of a cluster wide CRM Understand client needs in order to identify appropriate products and solutions Actively manage key client relationships focusing on growing and developing existing clients together with generating new business Influence overall profitability of client area by meeting targets, as agreed with Segment Head Position and package the Investments’ Retail business simply and effectively to the client area Act as the key interface between the client and our client as well as their brand ambassador Prepare and deliver selling presentations and client feedback reports Minimum requirements Undergraduate degree, preferably commercial (e.

g. B.Com, B.Bus.Sc), unless qualified by extensive experience and track record Relevant postgraduate qualification would be advantageous (e.

  • g. CFA, CFP) At least 5 years’ experience in investment sales Deep understanding of investment principles, financial instruments and unit trusts Strong understanding of the segment landscape, different players and key needs Competencies : Cultivates Innovation creating new and better ways for the organisation to be successful Client focus building strong client relationships and delivering client centric solutions Drives results consistently seizing opportunities and achieving results even under tough circumstances Collaborates building partnerships and working collaboratively and inclusively with others to meet shared objectives Being Resilient rebounding from setbacks and adversity when facing difficult situations Behavioural competencies : Decision quality - making good and timely decisions that keep the organization moving forward Financial (business) acumen - interpreting and applying understanding of key financial indicators to make better business decisions Business insight - applying knowledge of business and the marketplace to advance the organization’s goals Communicates effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of the different audiences Technical competencies : Deep knowledge of the client, and the context Strong technical knowledge of products and solutions Ability to develop and manage committed relationships Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes The capacity and ability to clearly articulate and package a single Investment Retail value proposition to the client area (marketing competency) Deep understanding of the dynamics of the specific segment and ability to close the deal Strong market facing presence Technical aptitude and product knowledge Company Description Our client is one of South Africa'
  • s leading Asset Management companies.

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