Marketing and Technical Suppor

Co-Develop a considered technical marketing strategy for the Consult business

Successfully market the Consult house view, investment philosophy and fund solutions to the target market, so as to achieve the strategic objectives of the business

Provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions

Understand the mandates, mechanics and positioning of each of MC's investment solutions (incl SP Reid)

Provide technical & marketing support and implementation of

Consult wealth management Philosophy

Consult Investment advice methodology

Consult Houseview fundlist

SP Reid securities

Position the Consult Houseview list, migrating existing funds to the house view list

Provide relevant market and fund information

Drive an intimate understanding of the investment needs of clients and Advisers in the business

Drive to implement a strategy to maximise revenue through the support and alignment of in-house products and investment solutions, as well as the wealth management philosophy

Achievement of investment targets

Marketing of the DFM offering and services

Support the Practice Management model

Build close relationships with franchises advisers and investment product providers

Facilitate investment workshops

Assist with portfolio construction

Focus on satisfying the wealth creation, preservation and income needs of clients

Ensure effective and consistent service delivery and support to all internal clients Engagement

Liaise and collaborate with Wealth management team, Advisers and practice coaches on the
implementation of operational plans

Develop ongoing, frequent engagement and marketing activities in support of Investment, Savings and

Wealth Management CoE proposition

Ensure effective and consistent service delivery and support to external clients

Funds under Management

Build and retain funds under management

Migrate existing assets to Focus solutions and influence new business flows into focus solutions

Update advisers on fund and Market changes

Consider the funds positioning and ensure an in-depth knowledge of the funds' investment philosophy and objectives

Requirements
5 -8 years financial services experience, particularly in asset and wealth management.

5-8 years of experience in the investment marketing arena;

Strong knowledge of the investment, wealth management industry in South African and international markets.

Knowledge of financial markets and instruments and their application to local and international

Legal knowledge of product wrappers, FAIS, exchange control and financial instruments

A proven track record in successfully dealing with clients and/or brokers; in an practice management environment

A relevant tertiary qualification (BCom or BCom Honours, CA(SA) or CFA) CFP preferable