Description:
Role Overview:
Accountable to the Board for implementing agreed Company strategy. Actively maintain a high-level view of the investment markets to provide strategic input to Board, retain existing clients, grow market share and foster a culture of excellence in service quality. Actively pursue the skills and experience needed for the role
Key Performance Areas:
Business - Plans & Budgets
· Strategy Development to grow the business significantly over the next three to five years.
· Prepare Annual Business Plan and Budget for adoption by the Board.
· Monitor Company Performance against Business Plan and Budget
Finance/Accounting/Administration
· Oversee administration of Retirement Funds under management
· Ensure Administration, Consulting and Asset Consulting up to the level of matches that of leaders in the market.
· Manage Finances through control of Financial Administrator.
· Ensure the timely production of Monthly Management Accounts and Annual Financial Statements.
Client Management
· Maintain relationships with existing clients.
· Constantly explore innovations to provide a competitive edge that will secure new clients and retain existing clients.
· Provide Asset Consulting to clients to ensure correct Asset Liability Profile.
· Advise clients, generally, on tax implications.
Business Development
· Carry out appropriate market research to identify potential corporate and HNW clients.
· Prepare and deliver proposals to target clients.
· Assist with the acquisition of the administration, consulting and asset consulting appointments to retirement funds.
Products & Investments
· Stay abreast of investment markets by attending presentations by Assets Managers.
· Maintain knowledge of financial products available to corporate and individual clients.
· Monitor the performance of Asset Managers relative to their investment mandates.
· Present investment opportunities and related analysis to Corporate and High Net Worth (HNW) clients
Requirements:
Requirements and skills
- Degree/Post Graduate Degree in – Finance, Actuarial, Statistics, Econometrics or Maths
- 10 +years of industry-related experience (Retirement Fund, Asset Consulting, Financial Planning and Financial Services).
- CFA licence advantageous.
- Broad knowledge of tax.
- Proven experience in winning new clients
- Innovator
- Degree/Post Graduate Degree in – Finance, Actuarial, Statistics, Econometrics or Maths
- 10 +years of industry-related experience (Retirement Fund, Asset Consulting, Financial Planning and Financial Services).
- CFA licence advantageous.
- Broad knowledge of tax.
- Proven experience in winning new clients
- Innovator
Requirements and skills
- Degree/Post Graduate Degree in – Finance, Actuarial, Statistics, Econometrics or Maths
- 10 +years of industry-related experience (Retirement Fund, Asset Consulting, Financial Planning and Financial Services).
- CFA licence advantageous.
- Broad knowledge of tax.
- Proven experience in winning new clients
- Innovator