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Executive: Institutional Markets

Capricorn Group Limited - windhoek, namibia

2 years ago

Executive: Institutional Markets

Listing reference: capgh_000181

Listing status: Online

Apply by: 17 July 2023

Position summary

Introduction

Responsible for executing CAMs strategic sales, marketing, and brand-building initiatives, as well as ensuring exceptional client servicing in the Institutional and Corporate sectors. Additionally, accountable for driving overall business growth and increasing AUM in selected channels.

Job description


KEY PERFORMANCE AREAS

  • Contributing towards CAMs overall business strategy.
  • Generate leads for business lending, deposit, and fee sales growth, including new client acquisition, cross-sell, and retention.
  • Implement & monitor sales plans for a new business aligned with CAMs overall business strategy.
  • Collaborate with Business Banking Officers and Relationship Managers to achieve growth targets while keeping high levels of client satisfaction and ethical integrity.
  • Aggressive growth of income & AUM in respective channels in line with CAMs budget.
  • Ensure that data is accurately entered and managed within the companys CRM.
  • Establish new and maintain existing client relations & maintain service levels with clients including communication & feedback; locates or propose potential business deals by contacting potential partners; discover and explore opportunities.
  • Establish new and maintain existing relations with Asset Consultants, Pension Fund Trustees, and Pension Fund service providers.
  • Present to and consult with mid and senior-level management on business trends with a view to developing new services, products, and distribution channels as per research done and take responsibility for the roll-out to market.
  • Provide strategic leadership to the department; monitor staff learning & development; budget adherence; and maintaining of CRM.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Screens potential business deals by analyzing market strategies, deal requirements, potential, and financials; evaluating options; resolving internal priorities; recommending equity investments.
  • Develops negotiating strategies and positions by studying integration of new venture with company strategies and operations; examining risks and potentials; estimating partners' needs and goals.
  • Serve on CAM Executive Committee, Credit & Compliance Committee, and Performance Attribution Committee.
  • Enhances organizations reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
  • Closes new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.
  • Protects the organization's value by keeping information confidential.

COMPETENCIES REQUIRED

  • Strong leadership skills with the ability to interact and influence at all levels Highly motivated individual with a real passion for investing and building an investment function.
  • Excellent persuasion and negotiation skills
  • Excellent presentation and Sales skills
  • Strong people management skills. Skilled at managing teams and influencing them to achieve objectives.
  • Coaching and mentoring skills
  • Excellent inter-personal skills
  • Exceptional Planning and organizing skills.
  • Sound time management skills
  • Strong verbal and written communication skills, both internally and externally to the firm
  • High level of numeracy and analytical skills as well as problem solving skills
  • Behave in an ethical and a steadfast, professional manner. Trustworthy and high level of integrity
  • Ability to develop and maintain professional relationships
  • Ability to assimilate new developments and large amounts of information and to synthesise these.
  • Operates with a sense of urgency, works well in an entrepreneurial culture
  • Strong aptitude for translating complex valuation subject matter into pragmatic investment discussions
  • Comprehension of the strengths, weaknesses and nuances of different valuation and investing methodologies
  • Well-organized, dynamic, and innovative
  • Self-confidence, drive, and tenacity
  • An interest in current affairs, and an appreciation of their impact on the market
  • Able to assume a high level of responsibility
  • Have the ability to work under pressure;
  • High energy levels and motivational abilities
  • Positive attitude toward change
  • Decision Quality: Makes good decisions based upon a mixture of analysis, experience, and judgment; sought out by others for advice and solutions
  • Problem-Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at unbiased analysis; looks beyond the obvious and doesnt stop at the first answers
  • Ability to take initiative in designing and improving investment processes and to undertake and complete projects with minimal supervision;
  • Ability to understand the risks of potential investments through market intelligence, client interviews, business and financial plans and recommending investment decisions on that basis
  • Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can coherently convey a range of possible outcomes and their probabilities; can create competitive and breakthrough strategic and plans.

Minimum requirements


EXPERIENCE AND KNOWLEDGE

  • At least 10 years of working experience in financial industry, ideally in Asset Management environment of which 5 years in a senior management level.
  • Conceptual and solid understanding of the financial services business, industry trends and the extent to which external activities have an impact on the organization.
  • Knowledge of Business & Administration Procedures
  • Proven track record in Sales & Business Development in Asset Management industry.
  • Adequate Experience in institutional (Pension Fund market, administration & asset management services) & retail (Unit Trust) market.
  • Knowledge & understanding of economics, finance & investments including investment products.
  • Experience in new business pitches & report back to clients.


EDUCATIONAL REQUIREMENTS

  • Bachelors degree with a Major in Finance, Economics, accounting, statistics, or related field.
  • Ideal Post Graduate Degree
  • Advantage CFA
  • Experience in Institutional and Corporate sales in the Financial Industry or Asset Management environment will be an additional added advantage.



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