Snr Institutional Bus Dev Consultant

Job Family

Investment Banking

Career Stream

Ib Sales

Leadership Pipeline

Manage Self: Expert

FAIS Affected

FAIS Affected - Yes

Job Purpose

To achieve sales and business growth targets by selling Nedgroup Investments investment products to institutional clients and to service and retain existing clients, in line with the business strategy.

Job Responsibilities

Client Management: Manage a portfolio of existing investment clients, ensuring the retention of existing business.
Relationship Building: Interact with Trustee Boards, Senior Finance representatives, senior Human Resource representatives, and asset consultants across the industry.
Develop a close working relationship with the pension/provident/retirement fund consultants.
Client Deliveries: Proactively engage with clients on fund updates and ensure that clients, consultants, and key contacts are kept abreast of any new developments from the business and within the industry (regulatory, compliance, etc).
Presentations: Provide investment and economic overview presentations to clients, reportbacks and new business pitch presentations.
Product Marketing: Market new and existing investment products/solutions to clients.
Business Development: Develop new business opportunities in the SA Institutional market. Identify and initiate opportunities for value-add client events.
Event Management: Assist with the organization of events and road-shows as and when required, provide ideas on events for clients, consultants, and prospects.
Technical Knowledge: Have strong technical knowledge to ensure you are able to converse on sophisticated product and market news.
Know Your Client: Get to know all key decision-makers on these relationships.
Record keeping: Ensure that client database is updated.
Teamwork and Individual Skills: Ability to work well both as an individual and within a team.
Ability to collaborate and communicate across teams within the business.

Job Responsibilities Continue

Ensuring Compliance with prevailing regulatory and legislative environment Compile monthly reports to management on all client activities and sales or client flowsReview ongoing appropriateness of internal processes and adjust where necessary.
Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
Enable skilling and required corrective action to take place by sharing knowledge and industry trends with team and stakeholders during formal and informal interaction Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
Ability to work well both as individual and within a team and possess the ability to collaborate and communicate across teams within the business.

Essential Qualifications - NQF Level

Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees

Preferred Qualification

Post Graduate Qualification in Financial Services is advantageous.

Minimum Experience Level

5-10 years experience in a similar role.

Technical / Professional Knowledge