Job Description

We are looking to appoint a Sales Associate for Morningstar Investment Management South Africa where you will be a member of the South African sales team that leads Morningstar's sales efforts for our managed portfolio and global fund range in SA to ensure we deliver our market-leading proposition to adviser firms.



Working with the Sales team, you will take a collaborative approach to planning and executing sales actively to generate new business from prospects and existing clients. You will also provide pre and post-sales support, to prospective and existing clients, to grow the business and AUM. Your role will entail support across various functions within the sales team with a key focus on technical and client servicing support.

Responsibilities

Lead the onboarding process for all new advisers within the sales team. Assist sales team with pre and post-sales lead generation and support. Assist the sales team with formulating and checking content, presentations, and all adviser resources. Support the sales team through updating and maintaining the pitch pack. Assist clients by running comparisons on Morningstar tools and provide training on all Morningstar tools to clients. Utilise Salesforce.com as a CRM and lead the Salesforce process within the sales team. Assist clients with book reports and transition management into the Morningstar portfolios. Assist the sales team to screen and contact leads. Work with marketing & events to assist with the organising of portfolio report backs, presentations and other events. Assist the sales team in running the monthly sales report. Lead the process of monthly bulk mailers and ensure the website is maintained by uploading content, factsheets, and other resources on an ongoing basis. Develop a strong knowledge of client needs to ensure exceptional client service. Assist the sales team with running client webinars. Work closely with the compliance team to ensure all compliance requirements are communicated to the sales team and to clients. Provide clients with an exceptional and knowledgeable level of product support to make using our services simple and effective. Conduct group and one-on-one meetings to promote the Morningstar Managed Portfolios service and lead the online service offering within the sales team. Perform special tasks as needed.

Requirements

Minimum Bcom/equivalent investment or finance-related qualification. Excellent verbal and written communication skills. Good investment and product knowledge. Sound knowledge of the financial advice process. Basic understanding of traditional finance, economics, investing and behavioral finance. Comfortable working in a high-performance team environment and the ability to work independently with limited oversight. Impeccable character with high ethical and quality standards. Comfortable working in a quantitative environment and have basic knowledge of investment tools such as Morningstar Direct or willingness to learn. Strong interest and ability to explain portfolio management concepts. Extreme attention to detail. Meticulous about accuracy, grammar, triple-checking documents, and neatness. Enjoys and takes pride in putting together slides/ sales material. Proficient in Microsoft Excel and Powerpoint. Excellent grammar. Good at editing/ checking documents. Serious about providing excellent and efficient client service and a love for working with clients. Ability to work under pressure. Interest in investment markets. Pro-active, task-driven and output-orientated.


This is an excellent opportunity for a sales-focused individual who has been working with DFM/managed portfolio solutions and/or financial advisers in a similar role. This position is based in our Cape Town or Pretoria office.


If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.


Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.


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