This role aims to improve the flows into the company's portfolios, amongst advisors who have both a primary & secondary relationship with external platforms, by positioning the company as the 'go to' investment option for their clients.
RESPONSIBILITIES
- Increase net inflows amongst independent financial advisors (large, mid-tier & small) writing on external platforms.
- Have a strong existing network of IFA's, Fund of Funds, Private Wealth & Tied Agency brokers.
- Build strong relationships amongst IFA's, Fund of Funds, Private Wealth & Tied Agency brokers by creating the right level of activity.
- Implement the external platform sales strategy for Cogence
- A deep understanding of business dynamics and challenges.
- The ability to influence and negotiate with impact across divisions and teams at all levels and with external partners.
EDUCATION & EXPERIENCE
- ESSENTIAL: Candidates should have established relationships with a minimum of 50 Independent Financial Advisors (IFAs) within their respective regions and no tied agents.
- Industry related experience, with particular focus on the technical positioning and selling of local & offshore model portfolios and unit trust funds.
- A strong network of IFA's, Fund of Funds, Private Wealth & Tied Brokers.
- Extensive technical and/or business experience with a proven track record of innovation, delivery and performance.
- A formal Finance/Commerce degree at least at an Honours level (or equivalent qualification provided that the candidate is technically sound in all aspects of Retail Asset Management sales & marketing).
- A minimum of 5 years of sales experience in the Asset Management industry.
Desired Skills:
- Business Development
- IFA
- Private Wealth
- Asset Management
Desired Qualification Level:
- Degree
Employer & Job Benefits:
- Commission
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