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Institutional Consultant (Sp4)- Cam: Institutional Markets

Capricorn Group Limited - windhoek, namibia

2 years ago

Institutional Consultant (SP4)- CAM: Institutional Markets

Listing reference: capgh_000180

Listing status: Online

Apply by: 13 July 2023

Position summary

Introduction

To support the Executive Officer: Institutional Markets in the attainment of Institutional and Pension Funds overall sales targets and growth of assets through sales initiatives, CRM and client servicing.

Job description


KEY PERFORMANCE AREAS

  • Assume ultimate responsibility for the maintaining of 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 assist in growing new clients
  • 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 report back meetings.
  • Attend to all product and portfolio enquiries from Institutions and Pension Funds, on any unit trust funds, Caliber Capital and segregated mandates.
  • Customer Service

Pension Funds

  • Liaison between Asset Consultants and CAM;
  • Preparation of Due Diligence packs;
  • Attending to Asset Consultant queries;
  • Provision of monthly performance numbers and related information to service providers of Pension Funds, i.e. Consultants, Actuaries and Administrators including Funds data for inclusion of Asset Manager Surveys;
  • Ensure that CAM Funds appear in all major Namibian Surveys for Asset Managers
  • Facilitate onboarding of Pension Fund clients;
  • Retain ultimate responsibility for timeous delivery of Quarterly reports to Pension Fund clients and ensure accuracy thereof.

Other Institutions

  • Facilitate application and onboarding of new Institutional clients
    • Assist the Executive Officer with sales initiatives which may include preparing and supporting events, investor visits and meetings.
    • Prepare presentations for new business pitches and report backs to Institutions and Pension Funds.
    • Attend to any other task as directed by the Executive Officer, including but not limited to client servicing for LISPs and a selected pool of cross segmental clients such as IFAs and Corporates

    Minimum requirements


    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
    • Numerical Accuracy


    EXPERIENCE AND QUALIFICATIONS

    • Work experience in an asset management firm an advantage
    • Knowledge of financial markets, economic fundamentals and investments
    • Fully computer literate
    • B Com/Economics or similar,



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