Job Description

LOCATION: Cape Town and Eastern CapeR HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUSOur client's aim is to help achieve their clients' financial goals. They work closely with experts across the company's plc's worldwide operations to bring access to the latest technology, investment ideas and research. They incorporate sustainable thinking in everything they do, from the way they run their business to the impact we have on the planet and their communities. Their business is built on the core values of care and integrity and they pride themselves on being able to provide exceptional service. Since the early 90's, they've built up an enviable track record for consistently strong investment performance thanks to their single-minded focus on achieving excellence. They've also been committed to using the same prudent valuation-based investment philosophy for the past two decades. Their entire staff of professionals are firmly aligned behind this focus. Many of their people have stayed with them for many years, testament to their strong culture of ownership and responsibility. They also benefit from a flat management structure and their team approach allows our investment professionals to focus on what they do best - managing clients savings.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to play a pivotal role in providing exceptional service to both advisers and clients within the Western Cape (CBD and surrounding areas);
• You will be responsible for managing and enhancing relationships with a panel of advisors and clients in the specified regions;
• You will be required to develop and manage relationships with a panel of financial advisors and clients (e.g. IFAs, wealth managers, FoF managers, CAT2 advisors, LISP consultants, tied advisors);
• You will be required to act as a primary point of contact for advisers;
• You will be required to provide training and support on the retail products and services;
• You will be required to collaborate with advisers to understand their needs and tailor solutions accordingly;
• You will be required to identify and develop new relationships;
• With regards to the panel mentioned, to:
• You will be required to develop and execute a servicing strategy to promote the company and company funds / products;
• You will be required to develop a partnership mentality with your advisors - the company should be viewed as a business partner;
• You will be required to develop a firm understanding of how you can add value to your advisor panel;
• You will be required to 'manage' the flows / AUM in accordance with your business plan that reflects the business objectives;
• You will be required to ensure the investment decision-maker is kept informed and updated on the company;
• You will be required to conduct meetings / presentations to individuals as well as to groups;
• You will be required to assist clients (where necessary) with administration queries, information requests, etc. (in conjunction with the relevant departments within the company);
• You will be required to take responsibility for the efficient co-ordination of regional events / presentations (in conjunction with the company's marketing team) to this panel;
• You will be required to collate, update & manage a database of these advisors / clients;
• You will be required to be up to date on all aspects of the collective investment & LISP industries - including the regulatory environment in which they operate;
• You will be required to research and be familiar with competitor products in the industry to position the company's funds / products appropriately with advisors / clients;
• You will be required, as part of the role, to assist with ad-hoc presentations to various direct or other clients / prospective advisors / banks who request a spokesperson from the company;
• You will be required to ensure all client interactions and meetings are captured in core CRM system.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You are well-versed in economic indicators and have a passion for investment markets, with a sound understanding of asset class fundamentals and the financial services industry (as mentioned above);
• You have the ability to synthesise industry and competitor information, and to effectively analyse this and formulate conclusions / propose action plans;
• You have the highest standards of ethics and integrity and be able to manage confidential information and sensitive relationships;
• You are a self-starter;
• You are a team player;
• You have passion for exceptional client service;
• You have strong relationship management and networking skills, with skilled persuasiveness and selling;
• You have excellent presentation and communication (verbal and written) skills in English with an ability to communicate in a simple and concise manner with colleagues and clients;
• You are a team player with a positive and 'can do' attitude;
• You have a keen eye for detail, with strong planning and coordinating skills;
• You have a willingness to travel to outlying areas as and when required;
• You have strong commercial acumen and business insight, with a good understanding of investment concepts).

CORE QUALIFICATIONS AND EXPERIENCE:

• You have an appropriate tertiary qualification (CFA / CFP - this would be a distinct advantage);
• You have a minimum of 5 years' current, relevant experience in asset management / financial services industry; in an investment business development role;
• You have an in-depth understanding of the investment market (economies, stocks, asset allocation etc.), as well as the CIS and LISP industries;
• You have knowledge of the discretionary fund management industry and its relationship with advisors;
• You have a track record of selling across both traditional product lines, as well as into complex or illiquid products and offshore strategies.

New head of Sales brings a fresh perspective and great new goals and aspirations for the team. Lovely time to join this global brand!

Claire Bourquin Recruitment Consultants