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Passive Sales - North

Objective of the role:

  • Work with the Institutional Sales and Distribution teams to identify and target existing and potential clients within each segment/channel.
  • Develop a combination of direct and indirect sales and business development strategies with a suitable priority to focus efforts on the highest opportunities.
  • Establish, grow, and manage investment relationships with clients - Acquire new clients through market intelligence and regular engagements
  • Provide and deliver presentations for workshops, seminars, and individual client meetings as appropriate to represent DSP and build a broader understanding and usage of ETFs.
  • Act as a trusted partner with clients and position DSP as the preferred ETF manager; provide suitable investment recommendations in line with market positioning and show how ETFs can be used as a tool to achieve desired asset allocation.
  • Recognize changes in the client’s/ market environment which may present opportunities
  • Work to ensure that the DSP sales teams operate as a cohesive unit where information on sales activity, account intelligence, and sales leads are shared continually.
  • Be a primary source of trade ideas that can be showcased to clients using ETFs as a base.
  • Work closely with the product development team providing input and feedback regarding product planning and implementation.

Skills needed:

  • Proven expertise in selling investment products to clients.
  • Superior understanding of Capital Markets and Products, understanding drivers of risk and returns of different asset classes
  • Understanding of how ETFs can be used as a tool to achieve a desired asset allocation
  • High Energy and Entrepreneurial mindset to grow ETFs business
  • Public speaking and presentation skills

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