Investment Development Director
7 days ago
We are looking for a highly skilled Investment Development Director to join our team at The Recruitment Council. This role will involve driving growth in the Western Cape retail investor/IFA market.
Key Objectives:
- Expand our brand presence in the Western Cape retail investor/IFA market.
- Increase engagement within the investment community.
- Establish new sources for investor inflows from the IFA/adviser market.
- 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.
- 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.
This role offers an exciting opportunity for a driven individual to grow their career in a dynamic environment.
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