Our client is a recognisable asset management firms in the country with a track record of growing assets under management.
They are looking for an entrepreneurial individual to effectively drive sales into the securities business as well as other wealth offerings through both retail and institutional channels and develop and retain strong working relationships with external financial planning practices and institutional investors.
Key Responsibilities : Promote and distribute predominantly securities solutions together with other wealth offerings (Asset management and asset consulting) Develop strong relationships with corporate clients Develop strong external relationships with financial advisers Develop and implement a strategic plan to enhance your clients experience and drive sales Assist and drive marketing initiatives / campaign Cross sell products and solutions Assist the head of the division with strategic planning initiatives Achieve monthly sales targets Maintain a CRM system Provide management reports to the head of the division Qualifications : Bachelor of Commerce degree or