BTC Advisory is hiring on behalf of our Client, a key leader in Asset Management and Financial Advisory Services, to support their retail growth strategy by establishing and nurturing strong business partnerships in order to drive sales.

KEY RESPONSIBILITIES:

Sales

• Promote and sell ILAM’s investment products through partners and affinity groups to achieve the annual set target
• Discover new channel partners and assess their potential to contribute to our sales objectives and market penetration.
• Identify, establish and sustain robust relationships with partners and affinity groups.
• Prepare and deliver proposals and presentations to prospective and existing partners and affinity groups.
• Oversee partner agreements, ensure adherence and optimize partner satisfaction and performance.
• Work with partners to create and execute joint marketing initiatives to generate demand and boost sales.
• Train and assist partners to ensure they are knowledgeable about our products or services and can effectively market and sell them.
• Evaluate and provide feedback on partner performance and suggest areas for improvement.
• Stay up to date with industry developments, competitive dynamics, and market conditions to identify new opportunities and potential threats.
• Liaise with the teams in Research, Business Development, Portfolio Managers and Client Service teams to identify opportunities to meet clients’ requirements.
• Keep abreast with developments in local, regional and global financial markets, investment products and opportunities to give appropriate investment advice.
• Measure and provide reports on partner sales production vs targets, partner operations and growth prospects within the required timeframe

Client Service & Relationship Management

• Deliver personalized services in an effective and efficient manner to partners and their clients in regards to their investments.
• Provide support for all client/partner engagement events and initiatives e.g. e.g. investor and partner education, annual investment conferences, client/partner appreciation events, corporate gifts etc.
• Ensure partner requests and complaints are addressed within the shortest turnaround time.
• Act as a relationship manager and ensure partners and their client base receive an overall positive experience.