R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS and quarterly incentives
The company is a global investment manager driven by people who value the power of performance and relationships. They are looking for like-minded people to join them – strong performers who create strong relationships. They are active investors. Their experience lets them adapt and grow, in markets of all kinds. From one office in Cape Town, they are now present on five continents They are aligned behind a common purpose, which is to invest for a better tomorrow. They want to achieve better outcomes for their clients, their firm and the world they inhabit. This means they are optimistic and act with conviction. They offer their people opportunity, trust and the freedom to operate. At the company they are committed to providing equal employment opportunities. They have a strong belief in giving individuals the freedom to be themselves and ensuring all diverse perspectives are heard. Their culture provides all of the people, no matter what their background, with the opportunity to build a rewarding career.
The SA retail team is responsible for the sale and distribution of the company’s unit trust and offshore fund ranges, as well as AMETF’s in South Africa to 3rd party distributors and through the companies LISP distribution channel (company IP). They aim to achieve growth in market share and profitability and provide input that supports the sales strategy and promotes the company’s brand. Their clients include: financial advisors (independent and networks); discretionary fund managers (DFM’s) and multi-managers; wealth managers; LISP platforms; life and bank tied agency channels. They are building a firm that aims to achieve excellence over the long term, with a culture that encourages their people to reach their highest potential and put their clients at the centre of their business. They expect people to perform both with the results they deliver and the quality of their relationships. This is the foundation for the pursuit of enduring investment performance and outstanding client service.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to drive retail SA unit trust and offshore company fund sales predominantly in the Gauteng region to both 3rd party distributors and through their own distribution channel (company IP – platform);
- You will be required to manage servicing and sales for clients which will include financial advisors, life and bank tied agency channels, LISP platform BDM’s, Private Bank wealth managers and multi managers;
- You will be required to adhere to the code of ethics, related policies and compliance requirements within the company;
- You will be required to regularly travel to the Johannesburg and Pretoria offices.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have the ability to build and maintain meaningful relationships; and a proven track record of same;
- You are driven by results; and growing business into existing and new markets;
- You have a client focused and collaborative approach;
- You are passionate about investments and the investment markets.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have B Com or equivalent qualification, CFA,part or CFP and other unit trust related qualifications;
- You have a minimum of 7 – 10 years’ current, relevant industry experience; and are bilingual and can travel.
- You have a willingness to be assessed against performance targets. You enjoy business development with clients who are looking for more than just pushing product – but want to be appropriately directed and guided by a sales professional.
Great role. Superb company; great offering – easy sell.