The individual will form part of the Intermediated sales function for Ashburton Investments focusing on Independent Financial Advisors and Discretionary Fund Managers.
Ashburton's objective is to build a world class sales and client service capability which supports the firm's goals of deepening and strengthening its value proposition and relationships.
Are you someone who can:
Represent Ashburton Investments in the intermediated market.
Understanding of domestic and international markets.
Keep abreast of the regulatory framework as it relates to investments.
Achieve pre-determined AUM targets and preserve existing assets.
Participate in public forums, fund conferences, investor road shows and other marketing initiatives.
Maintain accurate and up to date client CRM data.
Create opportunities for thought leadership pieces and manage the distribution of periodic marketing collateral.
Coordinates, prepare and host client engagement both online and in person.
Effectively interpret performance data and utilize results to build client rapport, and a competitive value proposition that factors in specific client needs.
Initiating and supporting the onboarding of clients.
Identify opportunities to streamline processes and procedures, creating efficiencies.
Assist with various administrative duties where necessary.
Ensure sales practices and process comply with internal and external standards.
Ensure adherence to compliance requirements and standards.
Contribute meaningfully towards business strategy.
You will be an ideal candidate if you:
Have completed a relevant undergraduate degree.
Honours, Masters and/or CFA will be an advantage.
Minimum 5 years of distribution and sales experience working for an asset manager.
An accomplished sales track record.
You will have access to:
Exciting networking and collaboration opportunities.
A dynamic and challenging work environment that pushes you to excel.
Innovative projects where your creativity can shine.
Personal Attributes
Honesty and integrity are of utmost importance.
Entrepreneurial go-getter.
Ethical and professional.
Strives for excellence and ownership within area of responsibility.
Structured and organized.
Strong people skills are required to build stakeholder trust and confidence.
Good communication and presentation skills.
Must conform to the values of FirstRand and the principles by which Ashburton Investments operates.