Investment Solutions BDM

at  PPS Recruitment

WHO WE ARE:

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.
PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.

IDEAL EXPERIENCE:

• At least 5 years proven track record and experience within the asset management and/or LISP industry including. Experience working in a DFM will be advantageous.
• Strong technical knowledge of investment products with demonstrated ability in the business development space, history of successful engagements with leading intermediaries
• Understanding of the broader economic environment and its effect

IDEAL QUALIFICATIONS:

• Relevant tertiary financial/investment qualification essential
• A CFP ® with current FPI membership
• RE exams would be advantageous
• A CFA would be advantageous

SYSTEMS KNOWLEDGE:

• Proficient in MS Office Suite, with advanced MS Excel & PPT skills
• Morningstar

PURPOSE OF THE JOB:

An exciting opportunity for an experienced and knowledgeable Business Development Manager responsible to establish and grow the PPS Investments Multi Manager and DFM capability.

MAIN DUTIES AND RESPONSIBILITIES:

• Drive the implementation of strategic initiatives to grow the business’s footprint and increase market share as a preferred Solutions/DFM provider to intermediary partners with a large focus on IFAs.
• Identify potential opportunities for PPS DFM and build and leverage strong relationships with distribution channels through your experience and expertise
• Improve visibility of PPS DFM with deliberate marketing strategy and engagements
• Maintain a current understanding of the competitor universe, including participants, key role players, portfolios and pricing
• Provide strategic input into operational and servicing processes
• Engage regularly with primary Investment partners
• Build and manage a relationship with PPSI Multi Manager to support manager research, asset allocation and portfolio construction research
• Build internal relationships with supporting divisions to support the PPS Solutions proposition
• Member (potentially Chair) of PPS DFM Investment Committees for your panel of intermediaries.
• Oversee and sign-off the development of marketing material and Model Portfolio reporting