Retail Expansion Manager

2 days ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time
About the Role

The Recruitment Council is seeking a talented Retail Expansion Manager to join our team. As a key contributor, you will be responsible for driving growth in the Western Cape retail investor/IFA market.


Responsibilities:
  • Raising Assets from New IFAs, Wealth Managers, and Family Offices:
    • Build trusting relationships through active and effective outward engagement.
    • Ensure constant business development and manage a pipeline of opportunities:
      • Attract new business and leads.
      • Encourage additional investments from existing clients (cross and up-selling).
    • Initiate further referrals from existing investors.
    • Host prospecting events to support business inflows by building quality relationships.
  • Asset Retention:
    • Build and enhance relationships with the most valued investors through active engagement.
  • Communication and Visibility:
    • Continually evaluate and research effective communication channels.
    • Schedule regular face-to-face meetings with investors and prospective investors.
    • Arrange and host client functions.
    • Attend networking events.
Requirements:
  • Previous sales experience in the financial industry.
  • Proven track record of securing new business (at least 2-3 years).
  • Ability to service, close, and up-sell accounts.
  • Existing network of Cape Town-based IFAs.
  • Ideally holds a CFP/CFA/CAIA/Investment Honours or other finance-related qualification.
Salary Range: R900,000 - R1,300,000 per annum

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