About this role
DUTIES & RESPONSIBILITIES
- Drive new business origination for the Schroders range across institutional channels in South Africa.
- Identify, prioritise and pursue opportunities within Prescient's existing client base, as well as new prospects, in line with agreed distribution targets.
- Represent Schroders' capabilities credibly and accurately alongside Prescient's own offering, in a way that is complementary rather than competing.
Relationship Management
- Build and maintain strong, trusted relationships with institutional asset owners, consultants, retirement fund trustees, and multi-managers.
- Act as a key point of contact for clients on Schroders-related queries, product updates and market insights, working closely with Schroders' own regional/global team.
- Manage the client engagement calendar, including roadshows, due diligence meetings, presentations and ongoing servicing.
Internal Collaboration
- Work hand-in-hand with Prescient's existing distribution, client service and marketing teams to ensure a joinedup client experience.
- Share market intelligence, client feedback and pipeline visibility with the broader team and with Head of Institutional on a regular basis.
- Contribute to a collaborative, team-first culture, this is not a siloed or purely individual-contributor role.
- Partner with product, compliance and operations colleagues to ensure smooth onboarding of clients into Schroders solutions distributed via Prescient.
Strategic Input & Reporting
- Provide input into the broader distribution strategy for the Schroders partnership, including target segments, positioning and competitive dynamics.
- Track and report on pipeline, conversion and revenue against agreed targets, using Prescient's CRM and reporting tools.
- Keep abreast of regulatory, market and competitor developments relevant to the partnership.
- Compliance & Governance
- Ensure all client engagement and marketing of the Schroders range comply with FAIS, FICA and other applicable South African regulatory requirements.
- Maintain accurate records of client interactions and adhere to Prescient's internal governance and conduct standards.
REQUIRED EXPERIENCE
- 10+ years' experience in business development, distribution or institutional sales within asset management, investment banking or a related financial services environment.
- A demonstrable, existing network across South African institutional investors (pension and retirement funds, consultants, medical schemes) and multi-manager’s channel.
- Experience working with, or distributing on behalf of, an international asset manager is strongly preferred, given the nature of this partnership.
- A track record of meeting or exceeding new business and AUM growth targets.
REQUIRED QUALIFICATIONS
- A relevant tertiary qualification (Finance, Investment Management, Business, Economics or similar); an honours degree, CFA charter or equivalent postgraduate qualification is advantageous.
- RE5 certification, and compliance with FAIS fit-and-proper requirements for a representative role.
KEY COMPETENCIES
- A natural collaborator: someone who builds trust quickly with colleagues as well as clients, shares credit, and strengthens the team rather than operating apart from it.
- Strong commercial instincts, with the gravitas and polish to represent both Prescient Investment Management and Schroders credibly at senior client and consultant level.
- Excellent communication and presentation skills, comfortable engaging technical investment content with sophisticated institutional audiences.
- Self-starter with the discipline to manage a demanding travel and meeting schedule, balanced with genuine team orientation and responsiveness to Head of Institutional and the wider team.
- High integrity and sound judgement, particularly given the dual representation of two asset managers' interests.
WHY THIS ROLE?
If you're passionate about building relationships, creating commercial opportunities, and representing world-class investment capabilities, this role offers a rare chance to help shape the future of a strategic partnership between Prescient and Schroders. You'll work alongside a collaborative, high-performing team, engage with leading institutional investors, and play a key role in growing a business with significant long-term potential. This is an opportunity to combine entrepreneurial thinking with the backing of two respected investment brands.