The role
As part of a national retail sales and distribution team, you will be tasked with developing and cultivating key strategic conversations and relationships in the Western Cape retail investment market. Your client base and stakeholders will predominantly consist of IFAs, DFMs, Multi-managers and LISP platforms. As a result, solid experience in the retail investment market and strong networks in this space is key. The person will need to follow a collaborative team approach that adheres to the companies values and ethos.
Duties and Responsibilities:
- Market and distribute the companies suite of investment products to the Western Cape retail markets
- Expand the footprint and brand of the company in the Western Cape
- Build a network of supporting IFAs, DFMs, multi-managers and LISP consultants selling the companies funds
- Provide excellent service to any person interested or invested in the companies funds
- Take initiative in the promotion of the company to the Retail market
- Collaborate with the institutional team to build the companies investment philosophy and brand
- Build partnerships with other fund managers where it makes sense to join forces
Requirements:
- Experience in similar role required (min 3-5 years) with good network of clients in Western Cape regions
- Strong understanding of the investment industry, investment products and structures
- Technically strong and able to understand different investment approaches, philosophies and investment management styles.
- Must be able to build and maintain client relationships
- Strong communication, presentation, writing and influencing skills
Qualifications
Completed degree in the Commercial / Investment / Financial Degree / Postgraduate, Preference for a completed CFP and/or CFA studies.
Systems Experience
Strong MS Office skills, Experience working with a CRM tools / Salesforce preferable
Key Competencies
- Excellent people and relationship management skills critical
- Proactive self-starter
- Ability to work under pressure and manage time effectively
- Excellent presentation skills
- Professional and accountable
- Able to work in a team and Independently
- Client service orientated and solution driven
This is a brilliant opportunity to utilize your strong networks in the retail investment market and grow your career within a market leading Investment Manager. Using your extensive experience, you will develop and cultivate key strategic conversations and relationships and experience exciting growth, challenge, and reward.
To apply for this role please send your CV, Qualifications and supporting documentation to
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