Manager: Asset Management Distribution - Centurion at Momentum Metropolitan Holdings Limited

Role Purpose    

• The purpose of the role is to drive and implement the strategy to increase the Momentum Investments’ market share, in the Institutional environment, whilst asserting leadership for the Institutional team. The focus is on growing Assets Under Management (AUM) for asset management capabilities and to increase gross and net margins for the business in a sustainable manner.

Requirements    

• 8+ years of institutional investment experience with an added 5 years’ experience in managing teams.
• Post graduate qualification and/or CFA is essential.
• This is a FAIS affected position, the incumbent is required to be compliant in alignment with the relevant license to be a rep.

Duties & Responsibilities    

• Partner with Head Distribution to develop a robust growth strategy and performance matrix for the Institutional distribution function in Momentum Asset Management (MAM) to address distribution across different segments in the market.
• Ensure the execution of the afore-mentioned strategy through effective leadership and management of the Institutional Distribution team.
• Assess the current client value proposition (CVP) and strategies relative to institutional client’s needs, highlighting opportunities and potential for increasing market share per segment.
• Proactive review and assess the marketing-, distribution and sales strategies for each asset class to ensure continuous growth and increased brand awareness.
• Collaborate with internal distribution partners in Momentum Corporate to identify and grow additional sources of new business.
•  Evaluate how to collaborate in certain circumstances and strategic opportunities across segments without impeding on the strategies for growth in the respective segments.
•  Drive and ensure alignment in strategy and operations within momentum investments by collaborating strongly across investment management professionals, product development and the institutional team.
• Identify prospective clients and new opportunities in the market for Momentum Investments.
• Proactively manage stakeholder relations on behalf of Momentum Investments with all key role players in the industry.
•  Strategically partner with internal stakeholders and Heads of functions to ensure Institutional clients are serviced through a focused client service proposition.
•  Maintain engagements with key clients through regular reporting and servicing of existing clients, including report backs to asset consultants and Boards of trustees of pension funds.
• Responsible to drive and oversee the tender process from start to end to ensure that all relevant tender documentation is in place and due diligence processes have been concluded.
• Provide authoritative expertise and advice to clients and stakeholders.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
•  Demonstrate exemplary leadership behavior through personal involvement, commitment, and dedication in support of organizational beliefs and values.
•  Effective ensure an efficient working environment by driving clarity on strategy, performance outcomes and development in an integrated way.

Competencies    

• Proven and credible track record in the asset management industry.
• Ability to influence and build strong relationships with key decision-makers within Momentum Investments and the broader MMH.
•  Results driven.
• Creative problem solver with an entrepreneurial attitude.
• Proven track record of sales success within institutional distribution.
• Excellent interpersonal skills.
•  Strong influencing skills.
•  Well networked and connected in the Institutional and Pension funds market.
• Inspirational leader with the ability to integrate teams.

Good understanding of the various capabilities within the Institutional Investment
environment as well as the enabling capabilities to these:

• Institutional Distribution
• Platform
• Middle Office
• Back Office
• Institutional Change Management
• Investment Management
• Product Development