Job title: Retail Investments: Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Financial Services (Asset Man, Wealth & Other)
Expertise: Financial Services (Asset Man, Wealth & Other)
Salary type: Annual
Location: Johannesburg, South Africa
Job published: 04-02-2020
Job ID: 34374
Contact name: Brylea Purnell
Phone number: 021 555 4402
Contact email:

Job Description

A leading Asset Manager is looking for a Retail Investments BDM to join their team!

What will you do?

  • 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 SI as well as a SI ambassador
  • Prepare and deliver selling presentations and client feedback reports

What will make you successful in this role?

  • 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
  • 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 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

Qualification and Experience

  • BCom or equivalent with 7 years related experience.

Knowledge and Skills

  • Directs and coordinates the development of complex financial solutions for clients
  • Negotiates and converts feasible projects into bankable projects
  • Management of client relationships
  • Compliance and risk management
  • Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.

EE candidates will be given preference