R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client is an investment management business fully invested in meeting client needs more effectively. They are focused on helping their clients grow and protect their investments, by managing risk and volatility and offering innovative solutions and best of breed building blocks to meet their needs. They tap into the skills and capabilities of the broader group in South Africa, Namibia and international markets to leverage a broad range of investment opportunities that are not typically accessible to investors.
This investments business is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as their global business, they pride themselves on offering solutions to address clients’ holistic balance sheet needs and to support business strategies in the reallocation of investment capital in the face of increasing regulatory pressures. Their approach is to understand their clients’ individual needs and to gain insight into the strategic investment challenges they face, to provide appropriate solutions to their investment challenges. Their mission as an asset manager is: “getting those that are not saving to save, getting those who are saving to save more effectively and helping to fund Africa”.
The company is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as their global business, they pride themselves on offering solutions to address clients’ holistic balance sheet needs and to support business strategies in the reallocation of investment capital in the face of increasing regulatory pressures. To further aid their client value proposition and to scale, the company was recently integrated under the holistic corporate and institutional (C&I) invest business and resides within C&I markets management structure.
They now seek a business development manager – corporate to join their team.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to form part of the company’s corporate and commercial distribution team, working with corporate treasurers, finance leaders, business owners and key internal partners across the broader group network;
- You will be required to identify client needs and connect them with relevant investment, cash-management and liquidity solutions;
- You will be required to be a commercially minded relationship builder who can combine asset-management knowledge, disciplined sales execution and a strong understanding of corporate client needs to deliver sustainable asset growth and an exceptional client experience;
- You will be required to develop and execute a focused business development plan for the corporate and commercial market;
- You will be required to originate new business and build a high-quality pipeline across corporate clients and strategic prospects;
- You will be required to build trusted relationships with corporate treasurers, chief financial officers, finance teams, business owners and other senior decision-makers;
- You will be required to understand each client’s liquidity, cash-management, investment and risk objectives and position appropriate company’s solutions;
- You will be required to leverage the broader group network to identify opportunities, coordinate client coverage and deliver integrated solutions;
- You will be required to achieve agreed asset-under-management, revenue, new-business and client-retention targets;
- You will be required to protect and grow existing assets through proactive relationship management, regular reviews and responsive client service;
- You will be required to prepare and deliver compelling pitches, proposals, investment presentations and client reviews;
- You will be required to translate market, portfolio and performance information into clear, relevant insights for corporate clients;
- You will be required to coordinate onboarding and implementation with investments, client service, operations, legal, risk and compliance teams;
- You will be required to maintain accurate pipeline, activity and client information in the CRM and provide reliable sales forecasts;
- You will be required to represent the company at client engagements, industry forums, conferences and relevant networking events;
- You will be required to stay informed about investment markets, competitor activity, client trends and the regulatory environment;
- You will be required to ensure all sales activity and client engagements comply with internal governance and external regulatory requirements;
- You will be required to contribute market insight and client feedback to product, distribution and business strategy.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have high levels of integrity, professionalism and sound judgement;
- You are a proactive, entrepreneurial and client-centred approach;
- You have an executive presence and the confidence to engage credibly with senior stakeholders;
- You have strong ownership, resilience and a consistent focus on delivery;
- You have a structured, organised approach with disciplined follow-through;
- You have excellent presentation, negotiation, influencing and communication (verbal and written) skills in English;
- You have a collaborative mindset and commitment to high moral values and company principles;
- You have a persuasive, consultative sales style and strong commercial acumen;
- You have the ability to build trusted relationships and influence at senior level;
- You have a strong network or proven ability to build one across the corporate market;
- You have the ability to identify client needs, shape relevant solutions and convert opportunities into sustainable business;
- You have strong analytical skills and the confidence to discuss markets, products and performance with clients;
- You have a collaborative approach, balanced with accountability for individual targets and outcomes;
- You have a results-oriented mindset with appropriate risk and regulatory awareness.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have completed a relevant undergraduate degree in commerce, finance, investments, economics or a related discipline;
- You have a postgraduate qualification, CFA qualification or relevant professional accreditation – this would be a distinct advantage;
- You have a minimum of 5 years current, relevant business development, distribution or relationship-management experience in asset management or financial services;
- You are able to bring a demonstrated track record of originating new business, growing assets and retaining institutional or corporate clients;
- You are able to understand investment products, financial markets and the needs of corporate investors, including liquidity and cash-management considerations;
- You have experience working through banking, corporate or professional networks – this would be a distinct advantage.
You will have access to a strong platform, broad investment capability and access to the wider group’s ecosystem; high-value relationships and opportunities to shape solutions for corporate clients; a collaborative, entrepreneurial environment where commercial impact is visible and recognised.