Engage existing and targeted clients for PSG Asset Management on investment capabilities and related services
Successfully influence key stakeholders across institutional, DFM's, MM, and other senior strategic partners critical for PSG AM growth;
Develop a scalable framework for the business, and own, and execute and agreed sales strategy for PSG Asset Management within the targeted opportunities.
Has a strong relationship and networking focus and established relationships to accomplish sales targets
Builds and develops a pipeline, manage net flow and business at risk to growth PSG Asset Management
Develop and maintain a strategic business plan for each priority partner, covering AUM, net flows prioritisation, campaigning and regular stakeholder engagement and report backs, ensuring alignment and co-ordination of planning.
Team player, collaborating with team member maximise opportunities for sales success;
Continuously keeping abreast of industry changes and market trends;
Continuous innovation and idea generation for marketing pitches and client presentations.
Minimum requirements:
Minimum B.Com Investments, Finance, Economics
10 years min industry experience
Established strategic corporate and executive advisory relationships
Advantageous:
CFA or CFP qualification or studying towards will be advantageous
Honours degree in Investments
Competencies required:
Planning/organising and coordinating skills
Interpersonal skills (Interaction with different business divisions and level of management)