Strategic Business Growth Manager
2 weeks ago
CF Consulting is a dynamic and forward-thinking firm seeking an experienced Business Development Manager to drive growth and expansion in the Investments Advisory consultancy. Estimated salary range: R1,200,000 - R1,800,000 per annum.
About the RoleThis pivotal position plays a key role in expanding the network of independent advisors who subscribe to our investment proposition. You will be responsible for ensuring that existing advisor clients have a great experience with us through effective communication, consistent delivery of our service model, delivering training initiatives, and providing support to advisors in building their financial advice businesses and delivering their investment proposition to clients.
Key Responsibilities- Grow the network of independent financial advisors who subscribe to our client's investment proposition
- Manage the relationship with existing advisor clients by implementing our client's 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 our client
- 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 client's solutions appropriately with advisors/clients
- Record and report back to management regarding the delivery of the service model i.e. client interactions and meetings
To be successful in this role, you will need:
- 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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