Job Summary

To manage and maintain relationships with top tier Employers and HNIs by providing excellent service delivery, investment advice, innovative thinking, database management, while building a deeper knowledge of the Employers contact persons and HNIs. This will be geared towards increasing our share of clients’ wallet and building a large referral network.

Principal Duties and Responsibilities

• Responsible for the following functions:  
• Build and maintain strategic relationships with the top tier employers by having a deeply rooted relationship with liaison officers, HR Managers, Union executives and top executives. 
• Regularly engagement of clients both RSA and Retirees. 
• Encourage and foster new business ideas and innovations; Business Intelligence functions around existing clients and key industries. 
• Develop a robust understanding of the various employers and their relevant industries, with the aim of providing excellent tailored services unique to them. 
• Aggressively grow the market share in value (FUM) & numbers (RSA PINs). 
• Drive comprehensive compliance to Pension Reform Act 2014 and PenCom regulation 
• Organize periodic interactive sessions and presentations through physical visit and other communication channels. 
• Track consistent monthly remittance of pension deductions by employers. Device means to reduce unfunded accounts and unprocessed monies for all employers 
• Manage and grow relationships with State Pension Commissions and Institutional Clients. 
• Active involvement and participation in BD and company-wide meetings/forums. 
• Design and implement retention strategies for Employers, PDOs and key influencers. 
• Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, internet and formal training programmes 
• Maintaining a professional outlook and conduct at all times to project a positive image for ARM Pensions 
• Work with supervisor to arrange formal introductions to Employers that will be assigned by sending letters to clients and arranging appointments 
• Report weekly to supervisor on updates on achievements/ goals set on the score card 

Daily Activities and Tasks

• Managing existing Employer relationships 
• Managing existing HNIs
• Sourcing new businesses from referrals and increase business
• Reviewing Employers' profiles in a bid to create value adding initiatives.
• Working closely with other units to ensure Employers expectations are being met
• Maintain a professional outlook and conduct at all times to project a positive image for ARM Pensions

Other Requirements

Competency and Skill Requirements
Required knowledge, skills and abilities 

• Good understanding of the Pension's and financial industry at large 
• Ability to listen actively and translate thoughts to action 
• Highly developed Emotional Intelligence 
• Strong presentation skills 
• Excellent organisation and time management skills
• Good analytical and problem solving skills  
• Ability to work in a team effectively. 
• Deep analytical and problem solving experience; Familiarity with data tools 
• Ability to handle multiple competing priorities in a fast-paced environment 
• Ability to develop daily, weekly and monthly call plans 
• Excellent team working and relationship management skills with the ability to manage cross-functional relationships across multiple levels and business units
• Highly organized and proactive with a strong attention to detail 
• Excellent verbal/written communication skills with a “can do” attitude 
• Strong proficient in all Microsoft Office programs, especially Microsoft Excel

• Excellent presentation, communication and interpersonal skills