SENIOR BUSINESS DEVELOPMENT MANAGER – INVESTMENT PRODUCTS RETAIL – REF9441

Claire Bourquin Recruitment Consultants

Gauteng Cape Town, Western Cape
Permanent
Full-time

1 month ago

LOCATION: Cape Town or GautengR HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS- LOVELY package - strong CTC and great upside wrt bonus and incentives.Our client is a licenced discretionary investment manager specialising in the management of investments for both institutional and retail investors. They have an enviable track record and have an awesome track record of success!. The company is a leading African asset manager. For generations, they have been at the forefront of helping people and institutions achieve their investment goals. It is this heritage of investing in local and global markets that makes us truly understand the importance of investing for a future that matters. That's why they relentlessly pursue investment excellence for their clients, while also being responsible stewards of the assets they manage. To deliver on their vision and mission, they invest in professionals with exceptional talent, passion and ethics and help them unlock their potential in an environment where teams can galvanise and prosper over time.They are looking for someone with a proven and demonstrable ability to sell and manage relationships and a very strong technical understanding and application of investments.They now seek a senior business development manager to join their team. You will report to the head of retail distribution.This role is suitable for appropriately qualified affirmative action candidates.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

You will be required to liaise with retail multi managers, fund of funds (FoF), discretionary fund managers (DFM) and other key stakeholders along the retail investment value chain to grow the company's market share;
You will be required to engage clients to grow the company market share in terms of investment capabilities and related services (primary objective);
You will be required to successfully influence other key stakeholders along the retail investment value chain (upstream and downstream) to achieve the primary objective above;
You will be required to influence business planning process for company retail clients;
You will be required to have a strong relationship and networking focus and established relationships to accomplish sales targets;
You will be required to deal at a corporate executive level;
You will be required to develop an action plan around how to deliver NCCF budget;
You will be required to understand the company's capabilities, markets, economic and political opportunities in the region;
You will be required to build and develop a pipeline of prospective clients within the defined market;
You will be required to ensure compliance with financial services regulations;
You will be required to realise sales of corporate / institutional investment products in pipeline;
You will be required to provide advice and consults on a wide range of products & investments to corporate / institutional clients;
You will be required to successfully develops and leverages CRM system to optimize the company's market share in clients;
You will be required to maintain and service existing clients by doing ongoing account management duties including but not limited to due diligences, report backs and client visits;
You will be required to identify threats to existing accounts and drives appropriate action to retain assets;
You will be required to play a team role in sales and retention of institutional clients and fulfils reporting processes and business practices for these clients;
You will be required to ensure sales targets are met and existing assets are retained.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

You have honed strategic skills;
You are able to lead with influence;
You have collaboration (relating) / must be a team player;
You are able to put the customer first;
You have strong execution skills;
You have sound innovation (perspective) skills;
You have personal mastery (learning) skills;
You are a self-starter and self-managed.

CORE QUALIFICATIONS AND EXPERIENCE:

You have a B.Com; CFP and or CFA or part;
You are FAIS compliant;
You have a minimum of 5 years current, relevant experience in account management with institutional and retail clients;
You have exceptional sales capability (demonstrable);
You have excellent relationship building, growing and retention capability (demonstrable);
You have a highly technical understanding and application of investment capabilities (demonstrable).

You will work for a highly successful business. You will join a motivated team with a great leader. You will earn well. You will be happy at work!

Claire Bourquin Recruitment Consultants

Apply Now