Investment Services Relationship Builder

3 days ago


Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

We are seeking a highly skilled Investment Services Relationship Builder to join our client, a dynamic Boutique Asset Management Company. The ideal candidate will have a proven track record in new business development and a deep understanding of the Institutional market.

Job Overview

The Investment Services Relationship Builder will be responsible for generating new business and achieving agreed sales targets for all investment services provided by the Asset Management Company. This will involve developing close working relationships with key Institutional clients and intermediaries, analysing prospect and client databases to maximise new business opportunities, and providing ongoing information and advice to clients about the Asset Management business services and products.

Key Duties:
  1. Develop close working relationships with key Institutional clients and intermediaries
  2. Analyse prospect and client databases to maximise new business opportunities
  3. Provide ongoing information and advice to clients about the Asset Management business services and products
  4. Maintain an awareness and understanding of industry, market and product developments
  5. Assist in the development of marketing plans to help create awareness and interest in the company's Asset Management services and products
Requirements:
  • Tertiary qualification in Finance or Financial Markets, CFA ideally
  • Outstanding track record in new business development with a minimum of 5 years experience in Asset Management business development with Institutional clients
  • Ability to conduct effective presentations to both large and small audiences
  • Excellent communication skills both in the written and oral form


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