Role summary:
| Our client is a well-established and reputable boutique Asset Management company which has done very well in recent years in terms of their approach to investing and the performance of their funds that are typically geared towards the retail market. They are now looking for an astute business development professional and client-oriented individual who is keen to use their technical skills and knowledge of financial markets to promote the company’s product range amongst the IFA networks and build and maintain solid client relationships based on superior investment performance and trust. |
Duties and Responsibilities:
Client visits including presentations to groups of clients and broker networks
sometimes accompanied by an investment manager – servicing a client base
situated in Cape Town as well as outlying areas (Boland, Eastern Cape, South Cape)
Preparation of regular communication to clients including reporting and explanation
of performance
Growing assets from new clients and existing clients, identifying new avenues for
business
Communication and management of client accounts – starting with a client base of
varying sizes and growing over time
Pro-actively analyse client’s businesses to determine suitability of company funds for
their requirements
Keep abreast of industry and competitor trends as well as investment markets so as
to be able to engage clients on current topics
Must be in a position to discuss financial planning concepts with clients
Maintain and constantly update client database through effective use of Sales Logix
To apply for this role please send your CV and supporting documentation to operations@asearch.co.za, alternatively call 083 6599659 for a confidential conversation.
To apply for this job email your details to operations@asearch.co.za