Job Overview
Our client is a Community Growth Management Company (RF) Limited and Collective Schemes license holder seeking a target-driven individual to join the Chief Executive Officer to build their brand and onboard new prospective clients.
Qualifications & Experience
- B Com degree in finance or related qualification.
- Regulatory Exam RE 5 (advantageous).
- 5 years of client relationship management (client-facing) in a financial services environment.
- Relationship management and networking with clients.
- Lead chasing and new client onboarding.
- Marketing the brand to attract new business opportunities.
Duties
- Building relationships to bring on new business and gain traction across an even wider range of funds and managing the onboarding process.
- Focussing on medium-sized pension funds as well as larger funds for new business opportunities.
- Creating marketing content and driving brand awareness in the market through different marketing initiatives and presentations to prospective clients.
- Establishing strong relationships with South African institutional clients (Pension Funds and Investment Consultants).
- Identifying and researching new business opportunities through various networks and leveraging on the current client base to build portfolios.
- Take responsibility of the take-on of new investment mandates, restructured mandates and the disinvestment process.
- Drive retention and servicing of business clients.
- Develop and keep up to date information of the pipeline and potential business.
- Strive to improve client engagement and actively tracking processes within the target market.
More Information
- Salary Offers R 850 000 p.a
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