Business Development Manager
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
19 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Are you a driven client-focused professional with a passion for investments and a talent for building strong intermediary relationships This is your opportunity to lead growth in one of the most dynamic regions in the country.
As a Business Development Manager youll be responsible for managing and expanding a portfolio of Independent Financial Advisors (IFAs) driving retail investment inflows and delivering on a strategic investment distribution plan. Youll work closely with intermediaries to provide expert support training and insights across a range of investment solutions
As a Business Development Manager youll be responsible for managing and expanding a portfolio of Independent Financial Advisors (IFAs) driving retail investment inflows and delivering on a strategic investment distribution plan. Youll work closely with intermediaries to provide expert support training and insights across a range of investment solutions
Key Responsibilities:
Manage and grow a portfolio of specialised investment intermediaries
Source and onboard new intermediaries to expand market reach
Retain and grow existing investment business across local international structured and guaranteed products.
Achieve monthly and annual sales targets through proactive portfolio management
Build and maintain strong relationships with intermediaries broker networks and independent financial advisors.
Collaborate with internal stakeholders to ensure seamless service delivery and support
Implement a structured intermediary support model to enhance engagement and efficiency
Educate intermediaries and their support staff on investment products platforms and digital tools
Facilitate training sessions to promote the use of digital systems and enhance product knowledge
Identify and address intermediary needs related to technical support reporting and business development
Drive participation in investment campaigns and product launches
Deliver presentations and support product implementation initiatives
Provide accurate and timely information on products funds and services to intermediaries
Ensure all intermediary activities comply with relevant regulations (FAIS FICA POPIA)
Maintain accurate records and adhere to internal compliance standards
Coordinate with internal teams to maintain service level agreements (SLAs)
Act as a liaison between intermediaries and product/service providers to resolve issues and enhance service delivery
Job Experience and Skills Required:
Relevant financial/investment qualification (Honours level preferred)
Certified Financial Planner (CFP)
FAIS exam advantageous
Minimum 5 years in financial distribution (LISP or investment management experience preferred)
Proven success in intermediary development and sales
Strong technical knowledge of retail investments
Valid drivers license and own reliable vehicle
Key Competencies
Client-centric with strong relationship-building skills
Resilient results-driven and collaborative
Excellent communication and presentation abilities
Entrepreneurial mindset with problem-solving capabilities
Confident persuasive and self-motivated
Apply now!
For more exciting Finance vacancies please visit: you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
For more information contact:
Bianca Langenhoven
Recruitment Consultant
Connect with me on email emailprotected LinkedIn! Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Marketing
- Cold Calling
- Account Management
- Territory Management
- Salesforce
- Affiliate Marketing
- CRM Software
- negotiation
- Lead Generation
About Company
Communicate Recruitment is Specialist recruitment company with a specialisation in Finance, IT and Engineering recruitment. Our aim is to partner with you and introduce you to great careers and exceptional candidates.
