Business Development Manager

2 weeks ago


Pretoria, Gauteng, South Africa CF Consulting Full time

Job Summary: We are seeking a talented Business Development Manager to join our team at CF Consulting.

About the Role: 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.

Responsibilities:

  • Grow the network of independent financial advisors who subscribe to our investment proposition
  • Manage the relationship with existing advisor clients by implementing our service model
  • Develop and deliver a communication strategy and content to advisers, prospective advisor clients and the end client
  • Provide support to the network of advisors and their clients
  • Provide training to advisors on outcomes-based investment solutions, tools and investment planning proposition
  • Enhance the value and service proposition
  • Develop marketing initiatives to build our company's brand
  • Collate and maintain business development reports and databases
  • Plan and co-ordinate advisor and client events
  • Assist with ad-hoc presentations to financial advisors and clients who request a spokesperson from us
  • Provide para-planning support to advisors on an ad-hoc basis
  • Keep up to date with all aspects of the financial advice, collective Investment and LISP industry – including the regulatory environment
  • Research and be familiar with competitor products in the industry to position our solutions appropriately with advisors/clients
  • Record and report back to management regarding the delivery of the service model i.e. client interactions and meetings

Requirements:

  • B.Com in investments, economics, business sciences or related
  • CFP would be advantageous
  • Fully bilingual in English and Afrikaans
  • 5+ years' experience in the Financial Services industry, which should include 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
    • The regulatory environment for financial services
  • Entrepreneurial mindset with skills to do brand building


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