Hello future Business Development Manager | Institutional

Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk, within the South African retail framework. We pride ourselves by offering solutions that support business strategies in the reallocation of investment capital, importantly in the face of increasing market and regulatory pressures, that are in the interest of the clients who chose to partner with us.

Our mission as an Asset Manager is:

getting those that are not saving to save,

getting those who are saving to save more effectively, and

helping to fund Africa

Ashburton Investments has built a successful brand in both the retail and institutional market for both listed and unlisted capabilities. The business has seen exponential growth in assets under management since inception in 2013 to over R156bn. The business wishes to further capitalize on the strong positioning in the market by continuing to attract assets from retail clients into various asset classes; Equities, Multi Asset, Fixed Income and offshore to credit, LDI and other. For this purpose, Ashburton Investments now seeks to deepen their sales effort by appointing a retail Investment specialist.

The individual will form part of the Institutional sales function for Ashburton Investments focusing on Investment Consultants, Multi Managers, Retirement Funds and Medical Schemes.

Ashburton’s objective is to build a world class sales and client service capability which supports the firm’s goals of deepening and strengthening its value proposition and relationships.

Are you someone who can:

Represent Ashburton Investments in the institutional market.  

Understanding of domestic and international markets.  

Keep abreast of the regulatory framework as it relates to investments.

Achieve pre-determined AUM targets and preserve existing assets.

Participate in public forums, fund conferences, investor road shows and other marketing initiatives.

Maintain accurate and up to date client CRM data.

Create opportunities for thought leadership pieces and manage the distribution of periodic marketing collateral.

Coordinates, prepare and host client engagement both online and in person.

Effectively interpret performance data and utilize results to build client rapport, and a competitive value proposition that factors in specific client needs.

Initiating and supporting the onboarding of clients.

Identify opportunities to streamline processes and procedures, creating efficiencies.

Assist with various administrative duties where necessary.

Ensure sales practices and process comply with internal and external standards.

Ensure adherence to compliance requirements and standards.

Contribute meaningfully towards business strategy. 

You will be an ideal candidate if you:

Have completed a relevant undergraduate degree.

Honours, Masters and/or CFA will be an advantage.   

Minimum 5 years of distribution and sales experience working for an asset manager.

An accomplished sales track record.

You will have access to:

Exciting networking and collaboration opportunities.

A dynamic and challenging work environment that pushes you to excel.

Innovative projects where your creativity can shine.

Personal Attributes

Honesty and integrity are of utmost importance.

Entrepreneurial go-getter.

Ethical and professional.

Strives for excellence and ownership within area of responsibility.

Structured and organized.

Strong people skills are required to build stakeholder trust and confidence.

Good communication and presentation skills.

Must conform to the values of FirstRand and the principles by which Ashburton Investments operates.

We can be a match if you have:

Are persuasive with exceptional sales ability.

Good business acumen

Ability to build and maintain relationships at the highest level.

Problem solver.

Good analytical skill set with attention to detail.

Results Orientated.

Executive disposition.

Leader and influencer.

Astute and Risk aware.

Are you interested to take the step? We look forward to engaging with you further. Apply now!

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Application Closing Date

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.