Retail BDM

Written By Trish Lee
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Role
Retail BDM

Location
South Africa

Industry
Asset Management

Our client, an independently owned and managed boutique asset manager, is seeking a professional self-starter with a passion for financial markets who works well within a high-performance team.

The Business Development Manager will be focused on driving net inflows from Independent Financial Advisors (IFA) into the firm’s products.

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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Retail BDM

Our client, an independently owned and managed boutique asset manager, is seeking a professional self-starter with a passion for financial markets who works well within a high-performance team.

The Business Development Manager will be focused on driving net inflows from Independent Financial Advisors (IFA) into the firm’s products.

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