Responsibilities- Increase net inflows amongst independent financial advisors (large, mid-tier & small) writing on external platforms.
- Have a strong existing network of IFA's, Fund of Funds, Private Wealth & Tied Agency brokers.
- Build strong relationships amongst IFA's, Fund of Funds, Private Wealth & Tied Agency brokers by creating the right level of activity.
- Implement the external platform sales strategy for Cogence
Personal Attributes and Skills
- Exceptional analytical, problem solving and research skills.
- Creative thinking and the ability to operationalise strategy.
- An ability to deal with complex issues and migrate between detail and high-level requirements.
- A drive and commitment to exceed expectations.
- The ability to influence and negotiate with impact across divisions and teams at all levels and with external partners.
- A deep understanding of business dynamics and challenges.
- Advanced written and verbal communication skills for executive-level internal and external delivery.
- A passion for personal development and growth with a high learning potential.
- A commitment to excellence.
- An ability to deal with ambiguity and continuous change.
- The ability to build strong relationships and network
- The ability to sell and market
Additional Attributes
- Strong Leadership skills
- Planning and organizing skills
- Client focus
- Resilience
- Good relationship building skills
- Interpersonal skills
- Problem solving
- Decision making
- Excellent verbal and written communication
- Strong numeric ability
- Organizational awareness
Education and Experience
- Industry related experience, with particular focus on the technical positioning and selling of local & offshore model portfolios and unit trust funds.
- A strong network of IFA's, Fund of Funds, Private Wealth & Tied Brokers.
- Extensive technical and/or business experience with a proven track record of innovation, delivery and performance.
- A formal Finance/Commerce degree at least at an Honours level (or equivalent qualification provided that the candidate is technically sound in all aspects of Retail Asset Management sales & marketing).
- A minimum of 5 years of sales experience in the Asset Management industry.
Desired Skills- Business Development
- Investment Networking
- Sales & Marketing
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