Job title: Retail Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Financial Services (Asset Man, Wealth & Other)
Expertise: Banking (Investment / Securities) Financial Services (Asset Man, Wealth & Other) Insurance
Salary type: Annual
Job published: 29-10-2019
Job ID: 34302
Contact name: Brylea Purnell
Phone number: 021 555 4402
Contact email:

Job Description


Retail Account Manager 

A leading Asset Manager in Sandton is looking for a dynamic and skilled Account Manager to join their Retail Business Team.  The Retail business offers a range of local and offshore investments to financial planners as well as individuals.
The right person needs to have a solid technical understanding of Investment Principles, financial instruments and Unit Trusts as well as a strong market facing presence.

Key responsibilities

  • Formulate clear strategic objectives and a business plan for specific client area
  • Work closely with the Head: Retail Distribution and other Account Managers, in terms of developing client strategy and plans (i.e. sales and retention strategies)
  • Actively use and leverage capability of a cluster wide CRM
  • Understand client needs in order to identify appropriate products and solutions
  • Actively manage key client relationships focusing on growing and developing existing clients together with generating new business
  • Influence overall profitability of client area by meeting targets, as agreed with Segment Head
  • Position and package the Retail business simply and effectively to the client area
  • Act as the key interface between the client and business as well as a brand ambassador
  • Prepare and deliver selling presentations and client feedback reports

Minimum requirements

  • Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc), unless qualified by extensive experience and track record
  • Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP)
  • At least 5 years’ experience in investment sales
  • Deep understanding of investment principles, financial instruments and unit trusts
  • Strong understanding of the segment landscape, different players and key needs

Technical Competencies

  • Strong technical knowledge of products and solutions
  • Ability to develop and manage committed relationships
  • Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes
  • The capacity and ability to clearly articulate and package a single Sanlam Investments Retail value proposition to the client area (marketing competency)
  • Deep understanding of the dynamics of the specific segment and ability to “close the deal”
  • Strong market facing presence
  • Technical aptitude and product knowledge