Job Summary
Reporting to the Head of Alternative Distribution Channels & Client Services, the role of the Business Development Officer (Direct Business distribution channel) is to support ICEA LION Asset Management’s (ILAM) retail growth strategy by increasing the clients and sales production under this distribution channel and maintaining the client portfolio. The role involves promoting and selling ILAM’s investment products and solutions (i.e. unit trust funds, wealth management) to existing and prospective individual and corporate clients while adhering to professional and ethical standards at all times.
Roles And Responsibilities
Sales
Promote and sell ILAM’s investment products to achieve the annual set target.
Prepare & deliver proposals / presentations to prospective and existing clients.
Sign up, manage and retain clients and their portfolios.
Understand the client’s risk and return profile, recommend investment opportunities and ensure periodic investment portfolio review with the clients.
Keep abreast with developments in local, regional and global financial markets, investment products and opportunities to give appropriate investment advice.
Liaise with the teams in Research, Business Development, Portfolio Managers and Client Service teams to identify opportunities to meet clients’ requirements.
Provide weekly production reports versus targets within the required timeframe.
Sustain robust relationships with clients
Provide support for all client engagement events and initiatives e.g. investor education, client appreciation events, client gifting.
Client Service & Relationship Management
Deliver personalized services in an effective and efficient manner to clients under the Direct Business distribution channel in regards to their investments
Provide support for all client engagement events and initiatives e.g. e.g. investor education, annual investment conferences, client appreciation events, corporate gifts, media investor briefings etc.
Management of Direct Business client database.
Ensure client requests and complaints are addressed within the shortest turnaround time.
Act as a relationship manager to the client portfolio and ensure clients receive an overall positive experience.
Product/Solution Development
Actively participate in product innovation, development and review.
Possible entrance into new markets i.e. help identify opportunities in regional markets, counties and various industries
Keep abreast with the changing needs of the clients and periodically review existing products and propositions.
Requirements
Strong sales and networking skills with the ability to generate own pipeline and close sales
Good communication and presentation skills
Good interpersonal and relationship management skills
Strong persuasion and negotiation skills.
High standards of ethics and integrity
Good working knowledge of the financial services industry and financial products
Results-oriented with the ability to work under pressure to meet sales targets
Driven and goal-oriented, focused on success
Customer-oriented mentality with good business sense
Analytical mindset with the ability to use data and make data-driven decisions.
Comprehensive knowledge of the financial services industry, market, and competitive environment
Affiliative – shares with, consults and should be able to work closely as a team member with colleagues and other resources from the group companies in a collaborative context.
Innovative – Generates ideas, shows ingenuity, and thinks up solutions.
Socially confident/amiable – At ease with meeting people and is quick to establish rapport
High standards of ethics and integrity
Academic And Professional Experience
At least 4 years’ experience in a sales or relationship management role within the financial services industry
Successful track record managing clients and/or meeting sales objectives
Bachelors’ degree in a Business or related discipline from an accredited University.
Professional qualification e.g. CISI level 1 is an added advantage
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