Senior Specialist: Strategic Development
3 days ago
PP2538 - Senior Specialist: Strategic Development
Category: Investments Consulting - OF2302
Posted by: Alexander Forbes
Posted on: 07 Feb 2025
Closing date: 17 Feb 2025
Location: Sandton
Purpose of the Job:
Execute on deliverables that support the Head: Institutional Business. Deliver the full client value proposition to clients. Define and roll-out strategy to deliver on embedding better client outcomes, assist in developing new investment products. Support strategic initiatives of the Investments business. To create and maintain a stable and disciplined operating environment that supports the AF Investments, Client Channel teams and Group stakeholders in building trust in our investment and operational capabilities.
Key Performance Areas:
- Developing, maintaining and growing relationships with investment industry partners for the delivery of profitable business flows for Alexander Forbes.
- Working with Senior Investment Advisory Resources and Investment Sales Teams to enhance profitability of portfolios through maintaining and growing existing offerings and margins, and seeking upsell opportunities.
- Assist the Principal Consultant in driving a more successful pricing outcome for both clients and for Alexander Forbes.
- Enhancing the ability of the business to price investment opportunities at levels and through structures that are value-adding for the client, whilst being margin-enhancing for Alexander Forbes.
- Driving business input into new investment business opportunities with the aim of enhancing our positioning to maximize the likelihood of securing the business.
- Reviewing and enhancing the overall commerciality of investment business strategies and proposals.
- Helping to drive the investments sales pipeline development and delivery of opportunities.
- Assisting with developing and driving new growth opportunities for the Investments business which includes collaboration on the AF multi-national growth strategy, consulting house strategy and provision of technical support to the tender office.
- Providing technical investment analysis and support to internal teams and stakeholders.
Requirements:
- B.Com, B.Com Hons, BSc (with post-grad qualification) - minimum.
- MBA, CFA (preferable, advantageous if studying towards).
- Excess of 7 years of relevant experience.
- FAIS compliant and accredited (Representative) - minimum.
- Asset Consulting.
- Asset management.
- Broader Business and Investment knowledge.
- Strong knowledge of Pension funds, FAIS and related legislation.
- Ability to engage with clients and provide guidance on product line of Business: Investments.
The company's approved employment equity plans and targets will be considered as part of the recruitment process. As an equal opportunities employer, we actively encourage and welcome people with disabilities.
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