Institutional Salesperson (Asset Management)

 

Recruiter:

Select One

Job Ref:

JHB000091/RN

Date posted:

Tuesday, January 12, 2021

Location:

Johannesburg, South Africa

Salary:

Market Related


SUMMARY:
A South African asset management business based in Johannesburg that offers a range of carefully designed products and tailor-made solutions is looking for an energetic and ambitious individual to join their team as an Institutional Salesperson (Asset Management).

POSITION INFO:

The primary responsibility of the Institutional Sales role is to identify opportunities and develop relationships with Institutional investors and investment consultants in assigned institutional market channels.

Key Responsibilities / Duties:

  • Identifies and cultivates prospects and/or clients
  • Initiates and follows up on new business opportunities.
  • Leads new business meetings and closes sales to institutional investors and consultants.
  • Leverages the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
  • Develops and maintains relationships with financial advisors and consultants.
  • Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
  • Collaborates with the CEO on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
  • Works closely with team members to further develop sales opportunities.

 

Work Experience / Skills:

  • Minimum 5 years in institutional sales role or relevant experience in Investment/Wealth Management or Financial Services in South Africa.
  • Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
  • Must have excellent sales skills and in-depth product and broad investment knowledge.
  • Must be self-motivated.
  • Strong communication and presentation skills
  • Ability to work well with a variety of people at all levels of the organisation
  • Demonstrated ability to close business
  • General understanding of the financial markets and investment vehicles

Education:

Bachelor’s degree – Honours or MBA preferred



 

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