Coastal Manager IFA Investment Growth - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 30-09-2015 9:03:09 AM
28-10-2015 9:03:09 AM
Candidate with minimum 6 years asset management experience, preferably in Distribution and Sales and relevant industry experience – funds and products and knowledge of coastal client networks, required to oversee Business Development Managers and influence within the coastal region to facilitate investment growth from IFA’s and tied channels.

Minimum requirements:

B.Comm, CFP required / B.Comm Hons in Finance/Economics, CFP, RE1-5
Minimum 6 years asset management experience
Distribution and Sales management experience required
Knowledge of industry funds and products required
Knowledge of economic and current affairs required
Knowledge of coastal client network required
MS Office proficiency – PowerPoint essential

Responsibilities:

Oversee Business Development Managers and influence within coastal region in order to facilitate investment growth from IFA’s – networks, FoF, larger broker corporates
Drive retail distribution strategy in coastal region
Activate, develop and support BDM’s to grow footprint and support base with Advisors in coastal region
Track investment business growth
Monitor client retention strategies
Manage internal stakeholders
Facilitate client presentations
Communicate relevant information and market trends to coastal and national teams
Risk management – conflict of interest, screening, DD on new advisers, licensing requirements
Communicate coastal strategy to team
Facilitate collaboration between banking segments and advisors
Monitor opportunities to cross sell
Check data quality of centralized database
Advise on integrated solutions to channels
Oversee compliance matters
Identify conflict of interest areas in the business