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Strategic Distribution Executive

1 week ago

Sandton, South Africa The Recruitment Council Full time

As a Strategic Distribution Executive, you will play a key role in building and strengthening relationships with distribution partners such as LISPs. You will also focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.

About the Role:

  • The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner's mindset.
  • A proven track record in client engagement and business development is essential.
  • The successful candidate will have a minimum of 7 years of relevant experience and be proficient in PowerPoint, Excel, and CRM systems.

Job Description:

  1. You will service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
  2. Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
  3. Engage clients through meetings, events, roadshows, and conferences.
  4. Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
  5. Collaborate with marketing on product launches, campaigns, and flagship funds.

Required Skills and Qualifications:

  • Proven track record in client engagement and business development.
  • Extensive experience in servicing financial intermediaries (IFAs, DFMs, multi-managers).
  • Minimum 7 years of relevant experience.
  • Proficient in PowerPoint, Excel, and CRM systems.
  • Degree in business, finance, or investments (minimum 3 years).

Benefits:

  • This role offers an exciting opportunity for a results-oriented professional to make a meaningful impact in a fast-growing company.
  • The successful candidate will have the opportunity to work with a dynamic team and contribute to the company's growth.

Others:

  • We offer a competitive salary package and excellent benefits.
  • The successful candidate will have the opportunity to work with a leading company in the financial services industry.