Job Description

LOCATION: Gauteng.R HIGHLY NEGOTIABLE PLUS AN ANNUAL PERFORMANCE BONUSOur client is a global asset management firm with distinctive expertise in asset allocation. Their core proposition is designed to confer a material competitive advantage in portfolio construction, consistently delivering on the expected mandate objectives. Across all their investment portfolios, they prioritise the precise management of risk and performance outcomes, catering to the needs of financial advisers, portfolio constructors, and consolidators. The key requirements of the portfolios are to: Provide coherent ranges of multi-asset portfolios as a comprehensive toolkit for users (underpinned by a formidable competency in the underlying single-asset class building blocks).. Their operations span South Africa, the United Kingdom, and the Republic of Ireland.. Their investment process consistently delivers market-leading performance in both Multi-Asset and single asset class solutions. Furthermore, the company boasts a significant technology research and development capability, with substantial investments in client profiling, financial modelling, and business efficiency tools.They now seek a business development - investment specialist to join their team.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to be an ambitious, self-driven, dealmaker who will project the company's ethos and take their asset management and technology offering to the top-end wealth management and institutional markets;
• You will be required to follow an approach that enables its partners to address the external and internal challenges of operating an advice business;
• You will be required to have a strong knowledge of the South African wealth and asset management environment;
• You will be required to have established networks - this would be a distinct advantage;
• You will be required to demonstrate a strong new business mindset, the ability to identify and address the aforementioned challenges and display exceptional relationship management abilities;
• Key areas in addressing business and environmental challenges may include, but are not limited to:

• You will be responsible for improving market positioning and access in a chosen niche by helping partners sharpen their marketing and value proposition;
• You will be responsible for driving operational efficiency by leveraging the tidal wave of technology solutions being developed for this industry;
• You will be responsible for addressing cybersecurity and business continuity concerns;
• You will be responsible for enabling scale through technology and staffing solutions;
• You will be responsible for leveraging thought leaders in the delivery of advice to clients;
• You will be responsible for improving relationships and synergies between partners to drive M&A activity i.e. build a natural hedge against vertical integrators;
• You will be responsible for enabling tied agents with meaningful client assets to make the leap to independence;
• You will be responsible for developing multi-generational remuneration structures to ensure internal succession and the realisation of financial value for exiting advisers;
• You will be required to execute on the team distribution strategy within identified areas;
• You will be required to have an intimate understanding of the benefits of the company offering and pitch it at a senior level;
• You will be required to have a clear understanding of the challenges & opportunities in the distribution landscape;
• You will be required to have a keen ability to understand opportunities and costs to drive profit;
• You will be required to identify prospects, develop leads, sell the benefits of the company proposition and establish long-lasting, mutually beneficial relationships with clients;
• You will be required to present the company proposition effectively to advisers, investors and investment committees;
• You will be required to complement and support team members;
• You will be required to contribute to our dynamic team culture.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• Cultural and personality fit will be critical. The company is a dynamic business that retains a strong entrepreneurial spirit and has a driven, team-orientated culture:

• You have proven business development track record when pitching to sophisticated prospects;
• You have a keen awareness for business opportunities and skilled at building and maintaining relationships;
• You are able to demonstrate initiative and a can-do demeanour;
• You have a reputation for integrity and the ability to build trust and openness in those they deal with;
• You have the ability to work in a fluid, entrepreneurial team whilst still being able to self-manage in a structured way;
• You have excellent communication (verbal and written) skills in English;
• You are comfortable working with technology;
• You will have to become an expert on the company investment proposition and work closely with the asset management team, technology and partner relations teams.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a post graduate degree - investment-related - this is preferred and would be ideal;
• You have a strong working knowledge of (and contacts within) the wealth management industry - this would be a distinct advantage;
• You have direct industry exposure aside, your experience of life should reflect striving and healthy ambition, the ability to push oneself and have high self-expectations. There should be evidence of success (measured subjectively at a personal level) across the broader aspects of life, as well as a preparedness to risk failure in pursuit of worthy goals.

Superb offering. Easy to market. Superb management - and very strong technical skills in the business.

Claire Bourquin Recruitment Consultants