Institutional Consultant

Description

• To support the Executive Officer: Institutional Markets in the attainment of Institutional and Pension Funds overall sales targets and growth of assets through sales initiatives, CRM and client servicing

Duties

• Assume ultimate responsibility for the maintaining of up to date client contact details, distribution addresses and client correspondence (CRM)
• Assume ultimate responsibility for the distribution of client communication
• Undertake desk-based research to identify new lead opportunities
• Research and deliver intelligence that will inform proposition development for new and existing clients
• Maintain existing client relationships and assist in growing new clients
• Preparing, putting together and updating presentations, tender documents, questionnaires, due diligence documents and any other investment proposals, sales documents and sales initiatives
• Take responsibility for the administration of all new business pitches, due diligence and client report back meetings
• Attend to all product and portfolio enquiries from Institutions and Pension Funds, on any unit trust funds, Caliber Capital and segregated mandates
• Customer Service
• Pension Funds:
• Liaison between Asset Consultants and CAM
• Preparation of Due Diligence packs
• Attending to Asset Consultant queries
• Provision of monthly performance numbers and related information to service providers of Pension Funds, i.e. Consultants, Actuaries and Administrators including Funds data for inclusion of Asset Manager Surveys
• Ensure that CAM Funds appear in all major Namibian Surveys for Asset Managers
• Facilitate onboarding of Pension Fund clients
• Retain ultimate responsibility for timeous delivery of Quarterly reports to Pension Fund clients and ensure accuracy thereof
• Other Institutions:
• Facilitate application and onboarding of new Institutional clients
• Assist the Executive Officer with sales initiatives which may include preparing and supporting events, investor visits and meetings
• Prepare presentations for new business pitches and report backs to Institutions and Pension Funds
• Attend to any other task as directed by the Executive Officer, including but not limited to client servicing for LISPs and a selected pool of cross segmental clients such as IFA’s and Corporates

Requisites

• Experience and Qualifications:
• Work experience in an asset management firm an advantage
• Knowledge of financial markets, economic fundamentals and investments
• Fully computer literate
• B Com/Economics or similar
• Competencies:
• Working with People
• Adhering to principles and values
• Relating and Networking
• Excellent Communication and presentation skills
• Persuading and Influencing
• Planning and organizing
• Delivering Results and Meeting Customer Expectations
• Entrepreneurial and Commercial Thinking
• Numerical Accuracy

Notes

• Only shortlisted applicants will be contacted