Our client is a longstanding and reputable Asset Managegment company with a strong focus on retail investment products. They are now seeking an individual to develop strategic partnerships, increasing the Asset Management company’s share of wallet within prioritized distribution channels across all key decision-makers to drive levers to increase the business’s net flow and adviser penetration across these targeted partnerships. This is a strategic commercial role; it requires an individual who can engage at executive level, while mobilizing internal collaboration to deliver against agreed planning.
Responsibilities:
- Engage existing and targeted clients for the company on investment capabilities and related services
- Successfully influence key stakeholders across institutional, DFM’s, MM, and other senior strategic partners critical for the company’s growth planning;
- Develop a scalable framework for the business, and own, and execute and agreed sales strategy for the company within the targeted opportunities.
- Strong relationship and networking focus and established relationships to accomplish sales targets
- Building and developing a pipeline, manage net flow and business at risk to grow the company’s AUM
- Develop and maintain a strategic business plan for each priority partner, covering AUM, net flows prioritisation, campaigning and regular stakeholder engagement and report backs, ensuring alignment and co-ordination of planning.
- Team player, collaborating with team members to maximise opportunities for sales success;
- Continuously keeping abreast of industry changes and market trends;
- Continuous innovation and idea generation for marketing pitches and client presentations.
Minimum requirements:
- Minimum B.Com Investments, Finance, Economics
- 10 years min industry experience
- Established strategic corporate and executive advisory relationships
Advantageous:
- CFA or CFP qualification or studying towards will be advantageous
- Honours degree in Investments
Competencies required:
- Planning/organising and coordinating skills
- Interpersonal skills (Interaction with different business divisions and level of management)
- Communication skills (verbal and written)
- Solutions driven
- Industry specific knowledge
- Strong analytical skills
- Applying technical expertise
- Acute computer skills
- Time management skills
- Creativity and innovating
- Presentation and Marketing skills
- Decision & problem solving skills
- Research/Analysis skills