Asset Management: Sales Manager JHB

nedbank; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Nedgroup Investments is seeking a skilled Investment Consultant to enhance distribution channels, expand market reach, and engage effectively with intermediaries. The ideal candidate will possess strong relationship-building skills, a degree in Business or Finance, and a minimum of 5 years of relevant experience in the asset management sector.

Qualifications

• A minimum of 5 years working experience as an Investment Consultant or equivalent role in Asset Management.
• Investment technical knowledge is essential.
• Self-motivated and well organised.

Responsibilities

• Build relationships with intermediaries to deliver on sales targets.
• Educate intermediaries on product and process information.
• Collaborate with internal departments for improved practice.

Skills

Communication Strategies

Building partnerships

Business principles

Decision Making

Education

Degree in Business / Finance / Investments

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Job description

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. In house we have two main fund solutions. The first being the Core Range which follows a rules-based (passive) investment philosophy. We also have tThe Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Family

Sales And Services

Relationship Management

Manage Self: Professional

FAIS Affected

Job Purpose

To support the growth and development of the distribution channels to enable Nedbank to expand its reach and business, through new and existing initiatives and effective delivery of the channel development strategy into the market; in line with Nedbanks business strategy.

Job Responsibilities

• Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets
• Educate and inform intermediaries by disseminating product and process information in line with Nedgroup Investments' focus areas to grow market share
• Demonstrate understanding of intermediaries' business practices by conducting on going structured meetings in order to establish intermediaries' needs
• Collaborate with departments within Nedgroup Investments by sharing information in alignment with Nedgroup Investments focus areas
• Demonstrate proficient investment knowledge in product specifications and processes
• Build relationships with internal suppliers by communicating according to service level agreements
• Ensure team deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement
• Achieve quality and turnaround standards through relevant systems, processes and procedures
• Understand and respond to client's business and needs
• Improve team efficiency and effectiveness continuously
• Build sound client relationships with staff and instill trust amongst clients that Nedbank is best placed to manage the complexity of their business requirements
• Stay abreast in field of expertise and deliver on the expectations from stakeholders.

Job Responsibilities Continue

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:

• High standard of personal presentation.
• Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
• Ability to deal with people both within the organisation and external customers

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

Degree in Business / Finance / Investments (e.g. B.Comm ), CFP Qualification

Essential Certifications

Preferred Certifications

Minimum Experience Level

Minimum 5 years working experience as an Investment Consultant or Sales Manager or Business Development Manager in an Asset Management environment or Unit Trust environment
Investments technical knowledge

Technical / Professional Knowledge

• Business principles
• Communication Strategies
• Governance, Risk and Controls
• Nedbank policies and procedures
• Principles of financial management
• Principles of project management
• Relevant software and systems knowledge
• Research methodology
• Nedbank culture
• Cluster Specific Operational Knowledge
• Decision Making
• Building partnerships
• Planning and Organizing
• Technical/Professional Knowledge and Skills

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Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at [phone]