Investment Business Development Manager at RMB - Rand Merchant Bank

Job Description

Are you someone who can:

• Represent Ashburton Investments to independent financial advisors.
• Exceptional domestic and international investment knowledge.
• 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 on boarding of direct 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.
• 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 7 years of distribution and sales experience within a retail framework, working for an asset manager or linked investment service provider.
• An accomplished sales track record, with a proven and established independent financial advisor network.

You will have access to:

• Opportunities to network and collaborate.
• Challenging work
• Opportunities to innovate

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.

We can be a match if you have:

• Persuasive with exceptional sales ability.
• Good business acumen
• Ability to build and maintain relationships at
• the highest level.
• Problem solver.
• Good analytical skill set with attention to
• detail.
• Results Orientated.
• Executive disposition.
• Leader and influencer.
• Astute and Risk aware.