Job Description

Requirements:

• A bachelors degree or higher in financial/business/commerce or related fields, plus any other formal business qualification.
• Sales and/or Distribution Channel experience in Investment Provider, Wealth Management, or Insurance Industry is required.
• Experience in Distribution or Sales in Financial Services (e.g., Broker Consultant, Broker Manager, Franchise Principal, Financial Advisor, or Broker Channel Management).
• Experienced in the fundamentals of Investment Markets and Economic drivers of Capital Markets.
• Experience servicing Independent Financial Advisor Channels is beneficial.
• Experience in the investment product provider industry is highly advantageous.
• An energetic business professional with experience in an Investment/Insurance role servicing or managing financial advisors is ideal.
• Personal Energy (irrespective of age) is a critical advantage.
• Excellent interpersonal and people skills.
• A good team player capable of dealing with top management.
• Strong organizational and project management skills.
• A creative and innovative thinker.
• Authentic interest in investments and capital markets.
• Excellent verbal and written communication skills.
• Willingness and ability to travel locally at short notice.
• Technologically competent to operate remotely and able to work effectively on the fly.
• Comfortable using business-related social media sites.
• Analytical and quantitative modelling skills are not required for this role.
• Must be able to work under pressure, independently, and unsupervised.

Responsibilities and expectations but not limited to:

• The overarching objective of the role is to join the acquisition team of the business that focusses on acquiring small to medium size wealth management, financial planning and private client businesses.
• The role requires assisting in the identification of acquisition opportunities, managing the acquisition engagement process and assisting the acquisition team in formulating and presentation of valuations of such businesses to their management.
• In addition, the individual candidate will be part of the business assessment or due diligence team commissioned to assess the operations of businesses that wish to consider an acquisition.
• The role requires the individual to maintain and monitor an in-market assessment framework to be used in the identification of acquisition opportunities in the market.

The Acquisition Team:

• The Acquisition team is made up of industry experts in the fields of Investment Management, Insurance, Distribution and Financial Planning.
• The members of the team have extensive industry experience in financial sector mergers and acquisition. The team consists of a diversity of skills and experience including actuarial, investment professionals, Distribution and Corporate Finance professionals.
• Business Valuation Models and existing assessment and due diligence processes are well established.
• The role does not require the candidate to formulate valuations and perform the requisite due diligence processes as this is performed by the team, but the candidate will be part and privy to these processes.
• Constant in market assessment of acquisition opportunities active market activity requires refinement and maintenance on an ongoing basis.
• The key responsibility will be assisting in identifying acquisition opportunities and serving as the key engagement interface for the Company.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

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