• getting those that are not saving to save,
• getting those who are saving to save more effectively, and
• helping to fund Africa

• Represent Ashburton Investments in the institutional market.
• Understanding of domestic and international markets.
• Keep abreast of the regulatory framework as it relates to investments.
• Achieve pre-determined AUM targets and preserve existing assets.
• Participate in public forums, fund conferences, investor road shows and other marketing initiatives.
• Maintain accurate and up to date client CRM data.
• Create opportunities for thought leadership pieces and manage the distribution of periodic marketing collateral.
• Coordinates, prepare and host client engagement both online and in person.
• Effectively interpret performance data and utilize results to build client rapport, and a competitive value proposition that factors in specific client needs.
• Initiating and supporting the onboarding of clients.
• Identify opportunities to streamline processes and procedures, creating efficiencies.
• Assist with various administrative duties where necessary.
• Ensure sales practices and process comply with internal and external standards.
• Ensure adherence to compliance requirements and standards.
• Contribute meaningfully towards business strategy.

• Have completed a relevant undergraduate degree.
• Honours, Masters and/or CFA will be an advantage.
• Minimum 5 years of distribution and sales experience working for an asset manager.
• An accomplished sales track record.

• Exciting networking and collaboration opportunities.
• A dynamic and challenging work environment that pushes you to excel.
• Innovative projects where your creativity can shine.

• Honesty and integrity are of utmost importance.

• Entrepreneurial go-getter.
• Ethical and professional.
• Strives for excellence and ownership within area of responsibility.
• Structured and organized.
• Strong people skills are required to build stakeholder trust and confidence.
• Good communication and presentation skills.

• Must conform to the values of First Rand and the principles by which Ashburton Investments operates.

• Are persuasive with exceptional sales ability.
• Good business acumen
• Ability to build and maintain relationships at the highest level.
• Problem solver.
• Good analytical skill set with attention to detail.
• Results Orientated.
• Executive disposition.
• Leader and influencer.
• Astute and Risk aware.

21/09/24