Purpose of the Role:
To achieve sales and business growth targets by selling company investment products to institutional clients and to service and retain existing clients, in line with the business strategy.
Duties and Responsibilities:
Contributing to a culture conducive to the achievement of transformation goals by participating in company building initiatives (e.g. staff surveys etc)
Researching and making recommendations for corporate citizenship initiatives in area of influence
Participating and supporting corporate responsibility initiatives for the achievement of business strategy
Seeking opportunities to improve business processes; models and systems by identifying and recommending effective ways to operate and adding value to company
Initiating and developing strategic relationships with key service providers in the industry by maintaining relationships through regular meetings; presentations and workshops to drive new business opportunities
Facilitating introductions to new clients directly or through intermediary service providers and raise awareness of company investment products through face to face time with consultants
Pitching to potential clients both in presentation and tender form to secure new business
Attending industry relevant events to network and raise profile of company capabilities and Investment products
Sourcing and extracting relevant information from various databases and generate sales through cold calling and networking channels
Overseeing the delivery of client service to Institutional clients that have appointed company Investments funds; through understanding the objectives of the client and developing and implementing investment strategies around the objectives
Conducting regular report back presentations on the performance of investment strategy and products to existing clients
Ensuring the distribution of all communications and reporting material to clients is received on regular basis
Providing investment education to clients where necessary through presentations; workshops; etc
Initiating and delivering on appropriate client appreciation events
Managing sales activity and internal processes to support sales
Providing support to the Product arm of the business to help that area of the business achieve its targets
Selling the company Investments Consulting proposition through presentations; pitches; workshops; client appreciation events and utilizing company’s marketing channels
Overseeing the on boarding process; collation; distribution and signing of all necessary documentation and agreements for the implementation of new business
Ensuring accurate record-keeping of all client engagements; whether in person or other form
Ensuring Compliance with prevailing regulatory and legislative environment
Compiling monthly reports to management on all client activities and sales or client flows
Reviewing ongoing appropriateness of internal processes and adjust where necessary Support the achievement of the business strategy; objectives and values by reviewing Company and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
Improving personal capability and staying abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
Ensuring personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames
Enabling skilling and requiring corrective action to take place by sharing knowledge and industry trends with team and stakeholders during formal and informal interaction
Obtaining buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations

Qualifications:
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Post graduate qualification - Actuary, Masters of Business Administration (MBA), Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) – Preferred

Experience:
5-10 years experience in a similar role

Types of Exposure:
Conducting root cause analysis
Working with a group to identify alternative solutions to a problem
Analysing situations or data that requires an evaluation of multiple factors
Interacting with diverse people
Building and maintaining effective relationships with internal and external stakeholder
Developing ways to minimise risks
Analysing and interpreting qualitative and quantitative data
Drafting reports
Interacting with various levels of management
Managing conflict situations
Managing multiple projects
Influencing stakeholders to obtain buy-in for concepts and ideas.
Answering customer questions
Sharing information in different ways to increase stakeholders understanding
Communicating complex information orally
Communicating complex written information
Comparing two or more sets of information
Identifying fraud trends

Technical or Professional Knowledge:
Business Acumen
Industry trends
Microsoft Office
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Cluster Specific Operational Knowledge

Behavioral Competencies:
Building Trusting Relationships
Sales Disposition
Technical/Professional Knowledge and Skills
Adaptability
Communication
Continuous Learning
Cultivating Networks and Partnerships
Energy
Execution
Influencing
Innovation