Latest Vacancies at AT&A Asset Management Limited

Job Summary

• AT&A Asset Management is looking to engage the services of Direct Sales who will generate new leads for the business, follow up on prospects, convince them to do business with us and interact with existing customers to increase sales of the company’s products and services.

Roles

• Identify prospects, source new leads, qualify opportunities and grow market share
• Frequently meet with clients to discuss portfolio, new products and services
• Ensure strict discipline with documenting accurate call reports and to update client profiling after each client discussion/meeting
• Create proposals that speak to the client’s needs, concerns and objectives
• Use a variety of styles to persuade or negotiate appropriately
• Maintain and update knowledge on all company’s products and services so as to provide clear and accurate answer to client’s enquiries.
• Efficiently manage client accounts and status by frequently reviewing holdings, cash position, profitability, assets under management and other client related reports.
• Collaborate with internal and service support teams to ensure the provision of superior service to clients.
• Meet weekly, monthly and yearly sales targets
• Strictly follow compliance policy and ensure all company and business unit policies, procedures and processes are followed.
• Attend industry events and conferences to stay abreast of the market
• Ensure optimal utilization of all sales tools and resources
• Protect the organization’s value by keeping information confidential

Requirements

• B.Sc holder with minimum of 2.2 from an accredited institution in Banking and Finance, Marketing or Economics. An MBA would be an added advantage.
• Previous 2 years sales experience.
• Passionate about sales.

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Job Summary

• The Sales / 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 us. 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.
• 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
• 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:

• Good knowledge of Investment Products and Services
• Broad understanding of the asset management industry

Experience Requirements

• Experience in sales / relationship management
• Must have a good track record of fund raising
• Must have a minimum of 3 years of experience in a similar role

Educational Requirements

• 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:

• Exceptional sales and relationship management skills
• Positive winning mentality
• Exceptional telephone manners and communication skills
• Effective presentation skills
• Good analytical skill and attention to detail
• Ability to work in a fast-paced, collaborative and team-oriented environment
• Ability to communicate at all levels
• Relevant IT knowledge (particularly Microsoft Office including Excel)
• Project and time management ability
• Decision Making
• Interpersonal Skills
• Organizational skills
• Persuasive
• Flexible attitude and ability to work to strict deadlines

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

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Job Summary

• The Fund Manager provides financial advice and services to private and corporate clients of AT&A Asset Management Limited about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help these clients invest their money in the best places.

Roles
He / She:

• Will make decisions about financial and investment opportunities on behalf of clients; buy shares and bonds on behalf of clients, and invest in property and other things, in an attempt to make as much money for the client as possible
• Will be involved in deposit mobilization
• Drive product creation to suit client / investor appetite.
• Meet with investors to discuss investment opportunities and strategies
• Create, organize and manage client portfolios
• Will analyze financial data and liaise directly with investment analysts to make informed decisions for our clients
• Effectively manage client assets according to their investment preferences.
• Strategically plan and direct operations of the portfolio management business; lead and manage the portfolio investment team.
• Will ensure that prospectuses and other documents are completed, filed and distributed as regulations require.
• Must also ensure their funds operate in accordance with regulations outlined by authorities, such as the Securities and Exchange Commission
• Keep knowledge up-to-date about the economy, current financial news and financial markets
• Attend industry events; develop relationships with clients and expand client network in professional and social settings;
• Liaise with external parties including regulatory agencies and also liaise with internal stakeholders.
• Employ risk management techniques to assess investments and ensure asset portfolios are sufficiently diversified
• Use complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals
• Is responsible for coaching and development of individual portfolio investment team members

Educational Requirements

• Candidate must have a 2.1 Degree in any subject, though Business Studies, Management, Statistics, Finance, Mathematics, Accounting or Economics can be helpful, as can an MBA or similar professional qualification.

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:

• He / She must have handled investment analyst roles before becoming a Fund Manager; must be registered at the Securities & Exchange Commission and have significant track records as a Fund Manager.

Skills:

• Quantitative and analytical skills
• Financial modeling
• Interpersonal and communication skills
• Managerial skills
• Decision making skills
• Confidence
• Determination
• Self-motivation
• Strong time management skills
• Ability to work effectively under pressure
• Analytical and problem-solving skills
• Keen interest in and understanding of financial markets

Key Competencies:

• Analytical Thinking
• Decision Making
• Strong interpersonal skills
• Verbal and Written Communication Skills,
• Attention to Detail
• Multitasking
• Ability to work under pressure