Our client is a premier provider of retail investment solutions. They are seeking a results-driven, strategic, and experienced Business Development Manager to join their team in Cape Town. In this role, you will be responsible for developing and maintaining a portfolio of investment-focused intermediaries, expanding market share, and driving overall strategic business growth.
Key ResponsibilitiesAttract new business and increase the retention of existing investment flows. Source, onboard, and activate new intermediaries for our client. Achieve profitable annual sales volumes and consistently meet monthly targets by actively managing an intermediary portfolio. Grow regional business via Independent Financial Intermediaries and sales, training, marketing, and client services networks. Implement a structured intermediary support model to ensure effective collaboration between channels, intermediaries, and product providers. Provide accurate investment, product, fund, service, and investor information. Train and upskill intermediaries and their support staff to enhance advice capabilities and practice sustainability. Equip intermediaries with technology, reporting tools, and business development insights to support profitable practices. Drive the adoption and effective use of our client's digital platforms and web-based tools. Support investment campaigns and marketing initiatives. Contribute to product implementation through presentations, insights, and client service support. Manage and lead the Business Development Coordinator. Maintain and coordinate Service Level Agreements (SLAs) with both internal and external stakeholders. Ensure full adherence to regulatory requirements, including FAIS and FICA. Promote ethical, compliant, and professional conduct across all activities at all times.
Requirements:
Education: Relevant financial/investment tertiary qualification. A BCom in Investment Management or Economics and a CFP designation will be beneficial. Experience: 5+ years of experience within an investment industry distribution environment. Track Record: Proven sales track record within the investment industry, with extensive experience supporting and developing IFA investment practices. Technical Knowledge: Deep technical knowledge of retail collective investments, Linked Investment Service Provider (LISP) platforms, financial industry structures, and market trends. Licensing & Mobility: Valid driver’s license and own reliable vehicle (role requires travel throughout the designated area of responsibility). Strong relationship building, stakeholder management, and consultative skills. Leadership, people management, and team collaboration abilities. Target-driven, performance-oriented, resilient, and tenacious in a sales environment. Effective communication and presentation skills in both Afrikaans and English, with confidence presenting to large audiences. Ability to simplify and train complex investment concepts. Innovative, strategic, and entrepreneurial mindset with strong problem-solving skills and the ability to identify market opportunities. Strong client service ethic and ability to perform effectively under pressure.
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