Job Description
- 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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