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Investment Business Growth Lead
1 week ago
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders.
Key Responsibilities:- Drive and deliver on Equilibrium's purpose and strategy.
- Support the Head of Distribution to deliver on sales targets, including conducting sales activities, client meetings, presentations, and follow-ups throughout South Africa.
- Duties and Responsibilities:
- Business Development (70% of KPI's):
- Actively engage with key internal stakeholders to identify changing client needs and make recommendations to align service offerings with client needs.
- Maintain and strengthen relationships with existing clients, ensuring high levels of satisfaction and retention.
- Junior Portfolio Management related responsibilities (30% of KPI's):
- Client Report Backs: Prepare and deliver regular performance reports to clients to discuss portfolio performance and investment strategies, ensuring transparency and clear communication.
- Portfolio Construction Support: Assist in the development and management of investment portfolios, aligning with clients' objectives and risk profiles.
- Business Development (70% of KPI's):
