Vacancies

Retail Business Development Manager: Western Cape (Prescient Investment Management)

Reporting line

Head of Retail

Location

Western Cape

Business Unit

Prescient Investment Management
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As part of a national retail sales and distribution team, you will be tasked with developing and cultivating key strategic conversations and relationships in the Western Cape retail investment market. Your client base and stakeholders will predominantly consist of IFAs, DFMs, Multi-managers and LISP platforms. As a result, extensive experience in the retail investment market and well-established IFA networks are crucial for success in this role. A strong understanding of DFMs, multi-managers, and LISP platforms would be highly advantageous. This individual will need to follow a collaborative team approach that adheres to the Prescient value framework.

DUTIES & RESPONSIBILITIES

  • Market and distribute Prescient funds to the Western Cape retail markets
  • Expand the footprint and brand of Prescient in the Western Cape
  • Build a network of supporting IFAs, DFMs, multi-managers and LISP consultants selling Prescient funds
  • Provide excellent service to any person interested or invested in Prescient funds
  • Take initiative in the promotion of Prescient to the Retail market
  • Collaborate with the institutional team to build the Prescient brand
  • Build partnerships with other fund managers where it makes sense to join forces

REQUIRED EXPERIENCE

  • Experience in similar role required (min 3-5 years) with good network of clients in Western Cape regions
  • Strong understanding of the investment industry, investment products and structures
  • Technically strong and able to understand a systematic investment management style
  • Must be able to build and maintain client relationships
  • Strong communication, presentation, writing and influencing skills 

REQUIRED QUALIFICATIONS

  • Completed Commercial / Investment / Financial Degree / Postgraduate
  • Preference for a completed CFP and/or CFA studies 

KEY COMPETENCIES

  • Excellent people and relationship management skills critical
  • Proactive self-starter
  • Ability to work under pressure and manage time effectively
  • Excellent presentation skills
  • Professional and accountable
  • Able to work in a team and Independently
  • Client service orientated and solution driven 

WHY THIS ROLE?

This is a brilliant opportunity to utilise your strong networks in the retail investment market and grow your career within a market leading, systematic Investment Manager. Using your extensive experience, you will develop and cultivate key strategic conversations and relationships and experience exciting growth, challenge, and reward. . 

INTERESTED?
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WE ARE A MULTINATIONAL BUSINESS.

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+27 21 700 3600

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