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Western Cape: Retail BDM posted by Conova (PTY) LTD

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Job Description

Key Responsibilities:

  • Ongoing interaction with IFAs to drive net flows to the firm’s funds and to retain existing asset base
  • Promotion of the firm’s brand and partner funds to advisors and LISPs
  • Ensuring access on LISPs and facilitating the flows into the funds
  • Monitoring of fund flows with the use of Coruscate (or similar)
  • Maintaining a strong level of technical knowledge of the firm’s funds and business

Requirements:

  • Minimum of BCom graduate or similar qualification
  • 3+ years in a BDM role with research and/or financial sales related experience (preferably in asset management)
  • Professional Qualification eg CFA, CAIA, CA (preferable)
  • Strong numerate skills
  • Established contact list of IFAs (preferable)
  • Excellent capital markets general knowledge
  • A demonstrable track record of investment acumen
  • Professional with a strong work ethic
  • Knowledge and insights gained from industry research and analysis of portfolios (advantageous)




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