Equity Portfolio Management Professional

6 days ago


Centurion, Gauteng, South Africa Momentum Full time

Key Responsibilities

The successful candidate will be expected to perform the following duties:

  • Drive business development and deliver on sales targets
  • Bolster support for the DFM and Investment Consulting value proposition across various LISP platforms
  • Enable sales channels with the required knowledge and skills to position our capability
  • Actively disseminate the company's message and foster connections with distribution channels and financial advisers
  • Enhance support for financial advisers by developing solution-oriented content and analyzing data to reinforce investment messages
  • Identify opportunities to grow the business and increase the transition rate into the model portfolios and fund of funds
  • In partnership with Marketing, arrange events and campaigns to grow both the Equilibrium brand and the assets
  • Represent Equilibrium at conferences, investment panels, asset management, and industry events
  • Analyze and identify trends, using insights to facilitate the transition of assets into Equilibrium solutions
  • Identify and pursue new business opportunities to expand Equilibrium's client base

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