š OPPORTUNITY OVERVIEWSanlam Group is actively recruiting for a Business Development Manager position in Western Cape. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
šÆ IDEAL CANDIDATE PROFILEWe are seeking talented individuals with the following profileā¢ Experience Level: 5 years ā¢ Educational Background: Bachelor or equivalent ā¢ Industry Focus: Finance / Accounting / Audit ā¢ Location Preference: in Western Cape
š¼ WHY THIS ROLE MATTERSFinancial professionals like Business Development Manager are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
š CAREER DEVELOPMENT INSIGHTSThis role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.
š APPLICATION GUIDANCEWhen applying for this Business Development Manager position, ensure your CV highlights: ā¢ Relevant experience matching the 5 years requirement ā¢ Educational qualifications in line with Bachelor ā¢ Specific achievements in the Finance / Accounting / Audit field ā¢ Any certifications or specialized training
š SOUTH AFRICA JOB MARKET CONTEXTThe Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
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Job PurposeĀ
The Business Development Manager is responsible for developing and maintaining a portfolio of Investment focussed Intermediaries, increasing the Sanlam Groupās retail investment market share, and executing the Glacier strategy. The role focuses on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience. This role is based in Cape Town.Ā
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development ManagerBusiness & Portfolio Growth
Attract new business and increase retention of existing investment flows. Source, onboard, and activate new Intermediaries for Glacier. Achieve profitable annual sales volumes and meet monthly targets by actively managing an Intermediary portfolio. Grow regional business via Independent Financial Intermediaries and Sanlam Connect (sales, training, marketing, and client services).
Intermediary Support & Enablement
Implement a structured Intermediary support model to ensure effective collaboration between the Channel, the Intermediary, and Sanlam Group product providers. Provide accurate investment, product, fund, service, and investor information. Train and upskill Intermediaries and their support staff to improve advice capability and practice sustainability. Equip Intermediaries with technology, reporting tools, and business development insights to support profitable practices. Drive the adoption and effective use of Glacierās digital platforms and tools (Web Hub, Investment Hub, etc.).
Stakeholder Engagement & Internal Collaboration
Support investment campaigns and marketing initiatives. Contribute to product implementation through presentations, insights, and client service support. Manage the Business Development Coordinator. Maintain and coordinate Service Level Agreements (SLAs) with internal and external stakeholders.
Compliance & Governance
Ensure full adherence to regulatory requirements including FAIS and FICA. Promote ethical, compliant, and professional conduct at all times.
Qualifications and ExperienceRelevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial. 5 plus yearsā experience in an investment industry distribution environment.Ā Extensive experience supporting and developing IFA investment practices. A proven sales track record within the investment industry. Deep technical knowledge of retail Collective investments, Linked Investment Service Provider platform, financial industry structures, and market trends. Valid driverās license and own reliable vehicle. The role requires traveling throughout the area of responsibility.
Competencies
Resilience and tenacity in a sales environment. Relationship building and stakeholder management. Leadership and people-management skills. Team contribution and collaboration. Target and performance orientation. Strong client service ethic. Effective communication and presentation skills (Afrikaans & English). Impact and influence. Innovative and strategic thinking. Entrepreneurial mindset. Consultive skill and creativity Strong problem-solving skillsĀ Creating insight into opportunities skill Ability to work under pressure Confidence in presenting to large audiences Ability to simplify and train complex investment concepts Effective networking capabilities
Attributes
Positive, initiative-taking ācan-doā attitude Prominent levels of self-confidence Integrity, honesty, and professionalism Ability to work independently and take ownership
What will make you successful in this role?
Qualification and ExperienceDegree or Diploma with 6 to 8 years related experience.
Knowledge and Skills
Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Business plan development and implementation
How To Apply
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Click the Apply Now button above.
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Your default email application or application link will open.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
