KEY PERFORMANCE AREAS
- Contributing towards CAM’s overall business strategy.
- Generate leads for business lending, deposit, and fee sales growth, including new client acquisition, cross-sell, and retention.
- Implement & monitor sales plans for a new business aligned with CAM’s overall business strategy.
- Collaborate with Business Banking Officers and Relationship Managers to achieve growth targets while keeping high levels of client satisfaction and ethical integrity.
- Aggressive growth of income & AUM in respective channels in line with CAM’s budget.
- Ensure that data is accurately entered and managed within the company’s CRM.
- Establish new and maintain existing client relations & maintain service levels with clients including communication & feedback; locates or propose potential business deals by contacting potential partners; discover and explore opportunities.
- Establish new and maintain existing relations with Asset Consultants, Pension Fund Trustees, and Pension Fund service providers.
- Present to and consult with mid and senior-level management on business trends with a view to developing new services, products, and distribution channels as per research done and take responsibility for the roll-out to market.
- Provide strategic leadership to the department; monitor staff learning & development; budget adherence; and maintaining of CRM.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Screens potential business deals by analyzing market strategies, deal requirements, potential, and financials; evaluating options; resolving internal priorities; recommending equity investments.
- Develops negotiating strategies and positions by studying integration of new venture with company strategies and operations; examining risks and potentials; estimating partners’ needs and goals.
- Serve on CAM Executive Committee, Credit & Compliance Committee, and Performance Attribution Committee.
- Enhances organization’s reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Closes new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.
- Protects the organization’s value by keeping information confidential.
COMPETENCIES REQUIRED
- Strong leadership skills with the ability to interact and influence at all levels Highly motivated individual with a real passion for investing and building an investment function.
- Excellent persuasion and negotiation skills
- Excellent presentation and Sales skills
- Strong people management skills. Skilled at managing teams and influencing them to achieve objectives.
- Coaching and mentoring skills
- Excellent inter-personal skills
- Exceptional Planning and organizing skills.
- Sound time management skills
- Strong verbal and written communication skills, both internally and externally to the firm
- High level of numeracy and analytical skills as well as problem solving skills
- Behave in an ethical and a steadfast, professional manner. Trustworthy and high level of integrity
- Ability to develop and maintain professional relationships
- Ability to assimilate new developments and large amounts of information and to synthesise these.
- Operates with a sense of urgency, works well in an entrepreneurial culture
- Strong aptitude for translating complex valuation subject matter into pragmatic investment discussions
- Comprehension of the strengths, weaknesses and nuances of different valuation and investing methodologies
- Well-organized, dynamic, and innovative
- Self-confidence, drive, and tenacity
- An interest in current affairs, and an appreciation of their impact on the market
- Able to assume a high level of responsibility
- Have the ability to work under pressure;
- High energy levels and motivational abilities
- Positive attitude toward change
- Decision Quality: Makes good decisions based upon a mixture of analysis, experience, and judgment; sought out by others for advice and solutions
- Problem-Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at unbiased analysis; looks beyond the obvious and doesn’t stop at the first answers
- Ability to take initiative in designing and improving investment processes and to undertake and complete projects with minimal supervision;
- Ability to understand the risks of potential investments through market intelligence, client interviews, business and financial plans and recommending investment decisions on that basis
- Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can coherently convey a range of possible outcomes and their probabilities; can create competitive and breakthrough strategic and plans.
Minimum requirements
EXPERIENCE AND KNOWLEDGE
- At least 10 years of working experience in financial industry, ideally in Asset Management environment of which 5 years in a senior management level.
- Conceptual and solid understanding of the financial services business, industry trends and the extent to which external activities have an impact on the organization.
- Knowledge of Business & Administration Procedures
- Proven track record in Sales & Business Development in Asset Management industry.
- Adequate Experience in institutional (Pension Fund market, administration & asset management services) & retail (Unit Trust) market.
- Knowledge & understanding of economics, finance & investments including investment products.
- Experience in new business pitches & report back to clients.
EDUCATIONAL REQUIREMENTS
- Bachelor’s degree with a Major in Finance, Economics, accounting, statistics, or related field.
- Ideal Post Graduate Degree
- Advantage CFA
- Experience in Institutional and Corporate sales in the Financial Industry or Asset Management environment will be an additional added advantage.