Financial Services Business Development Specialist

1 month ago


Pretoria, Gauteng, South Africa CF Consulting Full time
About CF Consulting

CF Consulting is a dynamic and innovative company that offers a unique opportunity for a skilled Business Development Manager to join our team. As a key player in the financial services industry, we are committed to providing exceptional service and value to our clients.

Job Summary

We are seeking an experienced Business Development Manager to play a pivotal role in growing our business by expanding our network of independent advisors who subscribe to our investment proposition. The successful candidate will be responsible for managing relationships with existing advisor clients, developing and delivering a communication strategy and content, and providing support to our network of advisors and their clients.

Key Responsibilities
  • Business Development: Grow the network of independent financial advisors who subscribe to our client's investment proposition.
  • Relationship Management: Manage the relationship with existing advisor clients by implementing our client's service model.
  • Communication Strategy: Develop and deliver a communication strategy and content to advisers, prospective advisor clients, and end clients.
  • Advisor Support: Provide support to the network of advisors and their clients.
  • Training and Development: Provide training to advisors on outcomes-based investment solutions, tools, and investment planning proposition.
  • Marketing Initiatives: Develop marketing initiatives to build our company's brand.
  • Business Reporting: Collate and maintain business development reports and databases.
  • Event Planning: Plan and co-ordinate advisor and client events.
Requirements
  • Education: B.Com in investments, economics, business sciences or related.
  • Certifications: CFP would be advantageous.
  • Language Skills: Fully bilingual in English and Afrikaans.
  • Experience: 5+ years' experience in the Financial Services industry, which should include significant engagement with Independent Advisors.
  • Skills: 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 for financial services.
About You

We are looking for a highly motivated and experienced individual who is passionate about the financial services industry. If you have a strong background in business development, excellent communication skills, and a proven track record of success, we encourage you to apply for this exciting opportunity.



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