R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our clients seeks out and invests in exceptional individuals. This is one of the first truly global discretionary fund manager in South Africa. It marries the expertise of a financial services giant , whose behaviour-change platform is the largest of its kind, and, one of the world’s leading asset managers. Using innovative and globally advanced technology, this discretionary fund manager that fully models retirement solutions, taking health experience into account, and is here to elevate the client investment experience to levels that have never been seen or experienced before. They attract smart, energetic, dynamic achievers who take initiative and ownership, and who thrive on constant challenges and high-speed change. This role aims to improve the flows into portfolios, amongst advisors who have both a primary & secondary relationship with external platforms by positioning this DFM as the ‘go to’ investment option for their clients.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to increase net inflows amongst independent financial advisors (large, mid-tier & small) writing on external platforms;
- You will be required to have a strong existing network of IFA’s, fund of funds, private wealth & tied agency brokers;
- You will be required to build strong relationships amongst IFA’s, fund of funds, private wealth & tied agency brokers by creating the right level of activity;
- You will be required to implement the external platform sales strategy
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have exceptional analytical, problem solving and research skills;
- You have honed creative thinking skills and the ability to operationalise strategy;
- You have a ability to deal with complex issues and migrate between detail and high level requirements;
- You have a drive and commitment to exceed expectations;
- You have the ability to influence and negotiate with impact across divisions and teams at all levels and with external partners;
- You have a deep understanding of business dynamics and challenges;
- You have excellent communication (verbal and written) skills in English for executive-level internal and external delivery;
- You have a passion for personal development and growth with a high learning potential;
- You have a commitment to excellence;
- You have the ability to deal with ambiguity and continuous change;
- You have the ability to build strong relationships and network;
- You have the ability to sell and market;
- You have strong leadership skills;
- You have sound planning and organizing skills;
- You are client focussed;
- You are resilient;
- You have good relationship building skills;
- You have strong interpersonal skills;
- You have superior problem solving skills;
- You have honed decision making skills;
- You have a sound numerical ability;
CORE QUALIFICATIONS AND EXPERIENCE:
- You have a formal finance / commerce degree at least at an Honours level (or equivalent qualification provided that you are technically sound in all aspects of retail asset management sales & marketing);
- You have a minimum of 5 years current relevant sales experience in the Asset Management industry;
- You have industry related experience, with particular focus on the technical positioning and selling of local & offshore model portfolios and unit trust funds;
- You have a strong network of IFA’s, fund of funds, private wealth & tied brokers;
- You have extensive technical and / or business experience with a proven track record of innovation, delivery and performance. Great team – superb rewards on performance!