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Business Development Manager

2 months ago

Cape Town, Western Cape, South Africa The Recruitment Council Full time
Business Development Manager

We are seeking a highly skilled Business Development Manager to drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community.

Key Objectives:
  • Establish new sources for investor inflows from the IFA/adviser market.
  • Build profitable relationships with IFAs, Wealth Managers, Family Offices, etc.
  • Maintain and enhance the existing client base.
  • Focus on client satisfaction.
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.
Qualifications and Experience:
  • 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.
Competencies and Personal Characteristics:
  • Exceptional written and verbal communication skills.
  • Attention to detail.
  • Strong negotiating skills.
  • Conceptual thinking ability.
  • Effective presentation and writing skills.
  • Aptitude for figures.
  • Ability to function effectively under stress.
  • Exceptional interpersonal skills.
  • Service-oriented and personable.
  • High energy level and self-starter.
  • Displays integrity and honesty in all work-related interactions.
  • Intelligent, quick thinker, stress-tolerant.
  • Mature, confident, well-presented, and professional.
  • Developed sense of duty, commitment, responsibility, and accountability.