Overview of Role:

The successful candidate will be responsible for promoting the company offshore products to the South African market, primarily in the Johannesburg and Pretoria area but also more broadly across South Africa when required. The candidate will be required to develop relationships with the intermediary market with a focus on independent financial advisors, tied and multi-tied advisor networks, wealth managers and LISPs based in Johannesburg and Pretoria. This client base requires consultative selling skills with strong knowledge of offshore financial markets, asset allocation, economic issues and the offshore investment product suite.

Duties and Responsibilities:

  • Managing and developing relationships with intermediary clients with a focus on financial advisors, wealth managers and LISPs
  • Maintain regular contact with clients, preparing materials to be presented during meetings and delivering any follow-up materials, as required
  • Work closely with the Country Head of South Africa to maximise opportunities with clients and potential investors
  • Attain a clear understanding of each client’s requirements and offer a first class service designed to anticipate and meet these needs
  • Create business and account plans using the company CRM
  • Build client plans to support both existing mandate longevity and identify new business opportunities
  • Respond with high priority to enquiries from clients and consultants
  • Ensure that all CRM systems are maintained with up to date client information
  • Attend seminars, conferences and roadshows to continuously build out a network, these may take place in different locations across South Africa
  • Keep up to date with new products/investment solutions and regulatory, legal and industry wide developments
  • Keep up-to-date with the competitor landscape and wider market trends across the investment industry
  • Design business development campaigns involving a range of teams. Co-ordinate events and fund manager activity in the region to build out presence in the market
  • Provide clients with a broad knowledge of company funds, updates on the performance of markets and insight into macro and micro economic trends
  • For new intermediary clients, have primary responsibility for ensuring that all on boarding requirements and procedures of the firm have been followed correctly e.g. KYC, AML etc
  • Build strong working relationships with colleagues across the business
  • Maintain familiarity with relevant aspects of South African regulation, particularly as it affects the distribution of offshore collective investment schemes
  • Able to travel within South Africa and to the United Kingdom

Skills/Competencies and experience:

  • A commercial understanding of product, branding and positioning such that the role holder can differentiate the company from competitors with existing and prospective clients
  • Proven success in driving asset growth in the intermediary channel
  • Strong technical skills experience so the role holder can effectively communicate with clients, colleagues and investment professionals
  • Understands the key issues driving the asset management industry from a commercial and regulatory perspective
  • Ability to maintain and enhance relationships with clients of high strategic importance
  • Strong presentation and communication skills and the ability to adapt these to varied environments and client types
  • Status of a Representative
  • Relevant qualification such as CFA, CAIA, IMC useful but not required

Personal Qualities:

  • A high level of discipline, tenacity and self-motivation
  • Ability to work independently within a small dynamic team
  • A commercial and entrepreneurial mind-set and a passion for growing the business
  • An interest in global financial markets and investments

To apply for this job email your details to ian@asearch.co.za

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