Our client offers a wide range of investment and financial planning solutions to protect and grow your long-term wealth. Their comprehensive investment offerings include both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds along the asset class and risk/return spectrum.
Key responsibilities:
- Analyse, interpret and share (written) market, product and industry related research showing how it impacts our business and value proposition to clients
- Updating our performance, positioning, risk, market share and flow statistics, over time, building a single cohesive picture, from multiple sources, relative to the industry and peer experience
- Building client insights and profiles from the CRM client record, public information, research network and the account executive (distribution)
- Produce insightful quantitative and qualitative competitor analysis that adds value to retention and growth activity
- Build and update the content bank: new business pitches, sales aids and ad hoc client reporting for the respective capability using consistent templates from within the content management system
- Provide support to the Distribution team in any way that maintains and enhances the client experience
- Responding timeously to asset consultant queries and requests
- Present client and investment-related information to the Distribution team and other areas
- Produce written research and articles covering the industry, market, product, and client topics in English
- Be available to travel nationally
Minimum requirements:
- Commercial degree
- Advanced Excel skills
- 3-5 years’ experience at a LISP / Multi-Manager / Asset Manager in a product development team, unit trust research team, investment marketing team or investment team
Technical Competencies:
- Knowledge of investment and economic principles
- Knowledge of the retail financial environment
- Initiative and innovative/function independently
- Analytical thinking and problem solving
- Proven decision-making skills
- Strong presentation skills
- Client service orientation
- Computer skills: EXCEL (Macros and Visual Basic advantage), MS Power Point and MS WORD
- Strong Communication skills (Verbal and Written) in English
- Relationship Building Skills
- Ability to interact with intermediaries
- Ability to influence investment decision