Current Opportunities at ICEA Lion Group

Job Summary

• Reporting to the Head of Alternative Distribution Channels & Client Services, the role of the Business Development Officer (Direct Business distribution channel) is to support ICEA LION Asset Management’s (ILAM) retail growth strategy by increasing the clients and sales production under this distribution channel and maintaining the client portfolio. The role involves promoting and selling ILAM’s investment products and solutions (i.e. unit trust funds, wealth management) to existing and prospective individual and corporate clients while adhering to professional and ethical standards at all times.

Roles And Responsibilities
Sales

• Promote and sell ILAM’s investment products to achieve the annual set target.
• Prepare & deliver proposals / presentations to prospective and existing clients.
• Sign up, manage and retain clients and their portfolios.
• Understand the client’s risk and return profile, recommend investment opportunities and ensure periodic investment portfolio review with the clients.
• Keep abreast with developments in local, regional and global financial markets, investment products and opportunities to give appropriate investment advice.
• Liaise with the teams in Research, Business Development, Portfolio Managers and Client Service teams to identify opportunities to meet clients’ requirements.
• Provide weekly production reports versus targets within the required timeframe.
• Sustain robust relationships with clients
• Provide support for all client engagement events and initiatives e.g. investor education, client appreciation events, client gifting.
• Client Service & Relationship Management
• Deliver personalized services in an effective and efficient manner to clients under the Direct Business distribution channel in regards to their investments
• Provide support for all client engagement events and initiatives e.g. e.g. investor education, annual investment conferences, client appreciation events, corporate gifts, media investor briefings etc.
• Management of Direct Business client database.
• Ensure client requests and complaints are addressed within the shortest turnaround time.
• Act as a relationship manager to the client portfolio and ensure clients receive an overall positive experience.
• Product/Solution Development
• Actively participate in product innovation, development and review.
• Possible entrance into new markets i.e. help identify opportunities in regional markets, counties and various industries
• Keep abreast with the changing needs of the clients and periodically review existing products and propositions.

Requirements

• Strong sales and networking skills with the ability to generate own pipeline and close sales
• Good communication and presentation skills
• Good interpersonal and relationship management skills
• Strong persuasion and negotiation skills.
• High standards of ethics and integrity
• Good working knowledge of the financial services industry and financial products
• Results-oriented with the ability to work under pressure to meet sales targets
• Driven and goal-oriented, focused on success
• Customer-oriented mentality with good business sense
• Analytical mindset with the ability to use data and make data-driven decisions.
• Comprehensive knowledge of the financial services industry, market, and competitive environment
• Affiliative – shares with, consults and should be able to work closely as a team member with colleagues and other resources from the group companies in a collaborative context.
• Innovative – Generates ideas, shows ingenuity, and thinks up solutions.
• Socially confident/amiable - At ease with meeting people and is quick to establish rapport
• High standards of ethics and integrity

Academic And Professional Experience

• At least 4 years’ experience in a sales or relationship management role within the financial services industry
• Successful track record managing clients and/or meeting sales objectives
• Bachelors’ degree in a Business or related discipline from an accredited University.
• Professional qualification e.g. CISI level 1 is an added advantage

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Job Summary

• The role of the Business Development Officer (Partnerships Channel) is to support ICEA LION Asset Management’s (ILAM) retail growth strategy by establishing and nurturing strong business partnerships in order to drive sales. The job holder works closely with the partners to ensure they have the necessary resources and support to effectively promote and sell our products and services (i.e. unit trust funds, wealth management).

Roles and 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.

Product/Solution Development

• Actively participate in product innovation, development and review.
• Keep abreast with the changing needs of the partners and periodically review existing products and propositions.

Requirements

• Strong sales and networking skills with the ability to generate own pipeline and close sales
• Good communication and presentation skills
• Good interpersonal and relationship management skills
• Strong persuasion and negotiation skills.
• High standards of ethics and integrity
• Good working knowledge of the financial services industry and financial products
• Results-oriented with the ability to work under pressure to meet sales targets
• Driven and goal-oriented, focused on success
• Customer-oriented mentality with good business sense
• Analytical mindset with the ability to use data and make data-driven decisions.
• Comprehensive knowledge of the financial services industry, market, and competitive environment
• Demonstrable track record of sourcing and closing B2B partnerships
• Proven success in managing channel partners and meeting sales objectives.

Academic And Professional Experience

• At least 4 years’ experience in a sales role within the financial services industry
• Successful track record managing partnership channels and meeting sales objectives
• Bachelors’ degree in a Business or related discipline from an accredited University
• Professional qualification e.g. CISI is an added advantage