KEY PERFORMANCE AREAS

• Assume ultimate responsibility for maintaining 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 aggressively grow new client base.
• 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 meetings.
• Attend to all product and portfolio enquiries from LISPS, Financial Advisors & Brokers on any unit trust funds on CAM platform including wrap portfolios.
• Customer Service:

Wrap Portfolios

• Prepare quarterly factsheets of wrap portfolios
• Schedule and host quarterly meetings with Brokers that we administer wraps for.
• Attend to all queries on wraps and monitor portfolio rebalancing
• Assist with periodic review of 3^rd party funds listed on CAM platform with the view to recommending new funds to the platform or remove existing ones

 General

·         Take responsibility for all new SLA’s with Manco’s & LISPS

·         Facilitate application and onboarding of new LISPS and Brokers including wrap portfolios for Brokers

·         Attend all local networking events like Sanlam/SP² Annual Bowls Day and Sanlam/SP² Investment Summit and/or any other event hosted by any LISP

• Assist the Executive Officer with new business development initiatives which may include preparing and supporting events, investor visits and meetings.
• Perform new business pitches and presentations to LISPS, Financial Advisors & Brokers.
• Attend to any other task as directed by the Executive Officer. 

COMPETENCIES AND OTHER REQUIREMENTS

·         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