General Description

This position is responsible for advising and maintaining client relationships in the marketing function.

Main Duties

· Develops and maintains client relationships.

· Responsible for achieving annual revenue targets and objectives.

· Trusted advisor who succeeds in maintaining a group of dedicated clients.

· Builds market share; able to enhance client asset size over time.

· Competent in advising clients on investment products and services.

· Actively involved in new business development; able to anticipate and capitalize on business opportunities.

· Keeps up to date with products and services; may give input for new product development.

· Monitors tasks for quality assurance to meet client servicing needs.

Qualifications - External

· At least 15 - 20 years’ relevant experience

· Strong interpersonal, communication and client interfacing skills

· Good university degree

· Preferably completed professional qualifications: CACS Papers I and II

· Driven and entrepreneurial

· Good business acumen

· Able to read, write and communicate fluently in English