Sales Manager (Cape Town) needed at Ninety One

In this role you will:

• Manage relationships focused mainly on the Independent Financial Advisers (IFA’s)
• Display good working knowledge of:
• Ninety One IP Products (Investment Portfolio; Life Portfolio; Retirement Annuities; Preservation Funds; Living Annuities, Global Investment Portfolio and Life Portfolio)
• Ninety One procedures; systems and processes regarding the placement of investments
• Competitor offerings which include both product and pricing
• Ninety One Funds (both locally and international) as well competitor funds
• Confident to present on the market and current investment environment both locally and international
• Be required to service the existing IFA clients and open new contracts for new IFA’s
• Establish new IP relationships
• Record meetings and meeting notes of Sales Force
• Attend sales meetings and SAUT monthly meetings
• Write quarterly assessments

You should consider applying if you have:

• B Com/ CFP or any other equivalent qualification
• 5 year’s platform or investment sales experience
• Industry knowledge essential
• Ability to tap into existing networks and relationships
• Good knowledge of Unit Trusts and Platform Products as well as commercial business knowledge
• An understanding of the administrative and legal aspects of investment products
• Comprehensive understanding of the Adviser business environment
• Fluent in English and Afrikaans

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• A strong belief in doing the right thing
• A client focused and collaborative approach
• Intellectual curiosity