Business Development Officer, Asset Management at AT&A Investment Limited

Job Summary

• The Business Development Executives will prospect for new clients for the company, plan persuasive approaches and pitches that will convince potential customers to do business with AT&A.
• They will also manage existing clients by presenting new solutions and services to them.

Roles

• Develop strategy for winning clients
• Identify prospects, source new leads, qualify opportunities and grow market share
• Forecast sales target and ensure they are met
• Develop yearly business plan within the overall departmental plan to include asset and revenue targets broken down by key market clients.
• Frequently meet with clients to discuss portfolio, new products and services
• Efficiently manage client accounts and status by frequently reviewing holdings, cash position, profitability, assets under management and other client related reports.
• Ensure strict discipline with documenting accurate call reports and to update client profiling after each client discussion/meeting
• Collaborate with internal and external specialist and service support teams to ensure the provision of superior service to clients.
• Strictly follow compliance policy and ensure all company and business unit policies, procedures and processes are followed.
• Be an industry expert; attend industry events and conferences and provide feedback and information on market and creative trends
• Using knowledge of the market and competitors, identify and develop the company’s unique selling proposition and differentiators
• Provide market intelligence to stakeholders, identify product gaps and new business opportunities
• Lead, drive and manage all internal activities to support the sales cycle as a thought leader from initial qualification to contract closing
• Work with team to develop proposals that speak to the client’s needs, concerns and objectives
• Use a variety of styles to persuade or negotiate appropriately
• Create content (e.g. sales documentation, product videos, website copy, blog posts and other forums) to articulate the benefits of our products to potential clients
• Protect the organization’s value by keeping information confidential.

Knowledge:

• Knowledgeable about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts
• Must be able to assess and interpret complicated financial information

Experience Requirements

• Strong business development experience particularly in asset management
• Must have a good track record of fund raising
• Must have a minimum of 3 years of experience in a similar role

Educational Experience:

• The Business Development Executive must possess a Bachelor's Degree with a minimum of second class lower award from an accredited institution in finance, accounting / business administration or economics.
• An MBA / Master's Degree in Finance or a CFA (Chartered or Certified Financial Analyst)would be an added advantage.

Skills:

• Strong initiative and work ethic
• Effective communication & presentation skills
• Attention to detail and the ability to manage multiple tasks
• Ability to work in a fast-paced, collaborative and team-oriented environment
• Highly focused on quality and attention to detail when presenting and writing proposals
• Networking skills
• Excellent team work and team leadership skills
• Project and time management ability
• Analytical Skills
• Critical Thinking
• Decision Making
• Interpersonal Skills
• Organizational skills
• Attention to Detail,
• Ability to multitask
• Ability to working under pressure
• Persuasive

Key Competencies:

• Motivation for sales
• Excellent communication & presentation skills
• Able to work in a fast-paced, team-based environment with minimal supervision
• Ability to create effective, committed teams and able to inspire high performance
• Strong networking skills
• Must have a strong understanding of Equity Funds, Fixed income funds
• Highly persuasive
• Ethical