Head: Sales & Distribution(Discretionary Fund Manager) at CA Global

Job Description:

• The Head: Sales & Distribution will be responsible for the development and implementation of a robust and well-thought-out sales strategy, designed to achieve predefined objectives. These include establishing the business as a prominent and highly respected DFM, growing market share and exceeding sales targets.

In addition, the Head: Sales & Distribution will be responsible for establishing and managing a national sales team and providing support to the Chief Executive Officer in the execution of his/her responsibilities.

Responsibilities may include but not limited to:

• Formulation and implementation of strategic initiatives to grow the business’s footprint and increase market share.
• Build and leverage strong relationships amongst IFA’s & Tied Agency by adding value through your experience, professionalism, and expertise.
• Position the business as the preferred Discretionary Fund Manager.
• Recruit and manage a team of sales professionals.
• Ability to liaise at the highest level with credibility and gusto.
• Engage regularly with primary Investment partners.
• Set up fund manager roadshows, conferences, and host client engagements
• Provide Strategic input into operational and servicing processes
• Understanding the competitor landscape

Requirements: Qualification and Skill

Education:

• Matric
• A formal Commerce/Legal degree (or equivalent qualification provided that the candidate is technically sound in all aspects of Retail Asset Management sales & marketing)
• Honours Degree will be advantageous
• Certified Financial Planner (CFP®)/Chartered Financial Analyst (CFA) qualifications will be advantageous
• RE Exams will be advantageous

Experience:

• A minimum of 10 years working experience within a linked investment services platform or asset management environment with a bias towards sales
• Proven Strategic abilities
• Proven management capabilities
• Strong Technical skills
• Solid IFA network
• Experience and proven track record in high performance sales environments engaging with IFA’s and other intermediaries 
• Knowledge and understanding of all applicable legislation