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Business Development Manager

1 month ago

Pretoria, Gauteng, South Africa CF Consulting Full time
Job Title: Business Development Manager

We are seeking a highly skilled Business Development Manager to join our team at CF Consulting. As a key member of our team, you will play a pivotal role in growing our business by expanding our network of independent advisors who subscribe to our investment proposition.

Key Responsibilities:
  • Develop and implement a strategy to grow our network of independent financial advisors
  • Manage relationships with existing advisor clients to ensure a great experience with our company
  • Design and deliver a communication strategy and content to advisors, prospective clients, and end clients
  • Provide support to our network of advisors and their clients
  • Develop and deliver training initiatives to advisors on outcomes-based investment solutions, tools, and investment planning proposition
  • Enhance the value and service proposition of our company
  • Develop marketing initiatives to build our brand
  • Collate and maintain business development reports and databases
  • Plan and coordinate advisor and client events
  • Assist with ad-hoc presentations to financial advisors and clients
  • Provide para-planning support to advisors on an ad-hoc basis
  • Stay up-to-date with industry developments, including regulatory changes
Requirements:
  • Bachelor of Commerce degree in investments, economics, business sciences, or related field
  • CFP certification would be advantageous
  • Fully bilingual in English and Afrikaans
  • At least 5 years' experience in the Financial Services industry, with significant engagement with independent advisors
  • Afrikaans and English proficiency
  • Basic understanding of investment management theory and principles, investment analysis and valuation, portfolio construction, asset classes, collective investment schemes, investment products, investment planning, the financial advice industry, practice management, and the regulatory environment
  • Entrepreneurial mindset with skills to build our brand