Fund Specialist

Recruiter:

Network Recruitment

Job Ref:

NFP014876/Bri

Date posted:

Thursday, September 12, 2024

Location:

Capetown, South Africa

SUMMARY:
A leading financial services firm is seeking a dynamic and experienced Business Development Manager with a strong background in client relationship management within the unit trust and collective investment schemes space. The ideal candidate will have a proven track record of driving business growth and fostering long-term client relationships. This role requires a strategic thinker who can identify new business opportunities, develop comprehensive growth strategies, and enhance our market presence.

POSITION INFO:
Key Responsibilities:

Develop and implement business development strategies to expand our client base and increase assets under management (AUM) in unit trusts and collective investment schemes.
Build and maintain strong relationships with clients, financial advisors, and intermediaries to understand their needs and provide tailored investment solutions.
Identify and pursue new business opportunities through market research, networking, and leveraging existing relationships.
Present investment solutions to prospective clients, conduct product training sessions, and provide ongoing support and education to clients and partners.
Collaborate with internal teams, including marketing, product development, and operations, to ensure seamless client onboarding and service delivery.
Monitor industry trends, regulatory changes, and competitor activities to inform business strategies and maintain a competitive edge.
Prepare and deliver regular reports on business development activities, client feedback, and market insights to senior management.

Qualifications:

Bachelor’s degree in finance, business, or a related field; advanced Degree or relevant certifications (e.g., CFA, CFP) are a plus.
Minimum of 5 years of experience in business development or client relationship management within the unit trust/collective investment schemes sector.
Demonstrated success in developing and executing business development strategies and achieving sales targets.
Strong understanding of unit trusts, collective investment schemes, and the broader financial services industry.
Excellent communication, presentation, and negotiation skills.

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information contact:
Brittney Gie
Recruitment Consultant

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