We would like to hire someone with existing structured products experience and if they don’t have that – a great network. This is a well paid role. You will work for a top global player. You will earn well – and have a great team who can structure offshore and onshore offerings and offer bespoke solutions. Their support and customer service is also exceptional so your clients will be very happy!
You can work – remotely in any major city as they are client centric not office bound.
R HIGHLY NEGOTIABLE TO ATTRACT AND ENTICE PLUS ANNUAL PERFORMANCE BONUS
Our client is trusted by professional clients globally, to structure their investments reliably and efficiently. They specialise in creating diversified structured investment solutions that aim to enhance growth and reduce risk. Their clients include advisers, credit unions, wealth companies, family offices and institutions. They establish long-term relationships with their clients, building strong and positive partnerships. They empower financial professionals worldwide with innovative, tailored defined outcome solutions focused on client success.
They now seek a structured investments distribution (SA) salesperson to join their team.
Measures of success: Growth in structured note issuance and investment flows into the fund and ETF. Expansion of active advisor, wealth manager and portfolio manager relationships. Conversion of pricing enquiries into executed business. Accurate, timely execution and effective ongoing client support. Increased product understanding and adoption across the South African distribution network.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to develop and grow the company’s South African business through the distribution of structured notes, the defined growth UCITS fund and a forthcoming autocallable ETF;
- You will be responsible for relationship management and business development with hands-on involvement in product development, pricing and trade execution;
- You will be responsible for working with wealth managers, financial advisors, portfolio managers, issuing banks and internal teams, the successful candidate will take investment opportunities from initial discussion through to execution and ongoing client support;
- Business development and relationship management:
- You will be required to build and maintain relationships with wealth managers, financial advisors, portfolio managers, discretionary fund managers and investment platforms;
- You will be required to identify new distribution opportunities and grow investment flows across the product range;
- You will be required to understand clients’ investment objectives and translate these into relevant product proposals;
- You will be required to manage a sales pipeline, follow up on opportunities and deliver agreed business targets;
- Structured note pricing and execution:
- You will be required to develop bespoke and public-offer structured note proposals in response to client demand and market opportunities;
- You will be required to request, assess and compare pricing from issuing banks, working closely with the internal pricing and structuring team;
- You will be required to evaluate proposed terms, including underlyings, returns, capital protection, barriers, maturity, issuer exposure and fees;
- You will be required to present structures and pricing clearly to clients, explaining potential outcomes, risks and trade-offs;
- You will be required to coordinate orders, allocations, execution and settlement with internal teams, issuing banks and relevant platforms;
- You will be required to keep clients informed throughout the process and provide timely updates on confirmed terms and trade status;
- Fund and ETF distribution:
- You will be required to market the defined growth UCITS fund to relevant South African investment professionals and distribution partners;
- You will be required to support the launch and subsequent distribution of the forthcoming structured ETF;
- You will be required to explain each product’s investment approach, intended portfolio role, return characteristics and risks;
- You will be required to support due diligence, investment committee reviews and platform onboarding in conjunction with the relevant internal teams;
- Advisor education and ongoing support:
- You will be required to deliver product presentations, advisor training and investment updates;
- You will be required to work with marketing and compliance teams to prepare clear, accurate sales materials and product communications;
- You will be required to provide ongoing support on existing investments, including performance updates, autocalls, maturities and reinvestment opportunities;
- You will be required to monitor competitor offerings and share market feedback to inform pricing, product development and distribution strategy;
- Reporting and coordination:
- You will be required to maintain accurate records of client activity, opportunities, orders and completed transactions;
- You will be required to report on sales progress, expected flows, client feedback and product demand;
- You will be required to work closely with pricing, operations, marketing and compliance colleagues to ensure an efficient client experience;
- You will be required to follow applicable regulatory requirements and internal approval processes.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You are commercially driven, with the ability to build trusted, long-term relationships;
- You are confident translating technical investment concepts into clear, practical explanations;
- You have strong numerical skills with a keen eye for detail;
- You are organised and responsive, with the ability to manage multiple pricing requests and transactions;
- You are comfortable working independently while coordinating closely with internal teams;
- You have sound judgement, professional integrity and a strong focus on client service.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have a relevant tertiary qualification in finance, investments or economics;
- You have relevant experience in structured products, investment distribution, derivatives, private banking, wealth management;
- You have a strong understanding of the South African wealth management and financial advisory market, ideally supported by an established network;
- You have experience explaining investment products to professional intermediaries and managing commercial relationships;
- You have an understanding of structured note payoffs, issuer credit risk, market risk and the trade lifecycle;
- You have experience working with issuing banks, pricing teams, investment platforms or trading desks – this would be a distinct advantage;
- You have knowledge of UCITS funds and ETF’s – this would be beneficial.