Conduct regular market scans in conjunction with the investment strategy
Analyses developments within a segment to further understand segment-specific client needs and develop platform strategies to improve relationships between clients and the firm, whilst seeking to enhance customer experience
Identifies key segment challenges and areas for major improvement, and develops solutions to address these challenges to facilitate change implementation
Develops key performance measures to track and monitor customer-centricity and an appropriate and sustainable portfolio growth
Participates in marketing campaigns and product launches
˙Channel Management
Provide delivery of investment advisory services to enable effective fund management for deals
Identify investment and divestment opportunities and recommend appropriate and balanced portfolio strategies for clients
Manage the preparation of daily and periodic reports for management and clients on investments based on portfolio trends and performance
Initiate, maintain and oversee relationships with clients, ensuring any complaints and queries are answered accurately and efficiently
Maintain a database of all relevant information on all existing and potential clients
Strategy
Support and contribute to the development and implementation of departmental strategy, and execute change in order to achieve The firm?s long term objectives
Support key firm-wide strategic and operational initiatives to support ongoing continuous improvement
˙People
Support the provision of guidance and mentorship within the department and contribute to building a culture of coaching to promote both professional and personal growth of team members
˙Financial
Provide recommendations to the Department?s annual budget, and provide input into Divisional budget planning, monitor departmental performance and control costs to ensure that areas of unsatisfactory performance are identified and rectified promptly ˙
˙Risk ˙
Support the development of a risk culture and promotion of sound risk practices to reduce the likelihood of financial, operational or reputational risks
˙Customer
Oversee and ensure that the required standards of service delivery and customer excellence to all customers, both internal and external, to uphold the firm?s service standards and brand
