Head: Business Development - Investments

SUMMARY:
Head: Business Development - Investments

POSITION INFO:

Head: Business Development - Investments

Cape Town

Promote and market the Retail business.

• Refine the retail distribution strategy
• Work with marketing to agree on strategic events, and engagements
• Engage clients across all segments
• Work with the investment team to create efficient client outcomes.
• Execute strategy for distribution across all segments
• Ensure a strategy per distribution channel
• Drive our narrative out to the retail market via the Wealth business development teams and the retail distribution channels
• Engage with the Head of external Lisps to grow market share
• Set and achieve distribution targets
• Driving the message onto social media platforms
• Push the investment team to engage the market
• Assess and analyse fund flows
• Interact and socialise with Planners at events
• Travel to regions across the country to engage with Planners and Clients
• Building your own presentations for report backs and pitches

• Relevant tertiary qualification
• At least 10 years of experience in the investments industry
• Broad stakeholder management skills
• Understanding of market dynamics
• Marketing Background and Links to Financial Planners (advantageous)
• Demonstrated track record of delivering outcomes
• Aligning Performance for Success
• Business Awareness
• Decision Making
• Enterprise Innovation
• Technical Knowledge

Good Presentation Skills 

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