Investment Development Director

7 days ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time
Role Overview

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.
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 Requirements:
  • 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.
Estimated Salary Range: R950,000 - R1,400,000 per annum

This role offers an exciting opportunity for a driven individual to grow their career in a dynamic environment.


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