Business Development Manager

2 months ago

Pretoria, Gauteng, South Africa CF Consulting Full time
Job Title: Business Development Manager

We are seeking a highly skilled Business Development Manager to join our team at CF Consulting. 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.

Key Responsibilities:

  • Develop and implement a comprehensive business development strategy to expand our network of independent advisors
  • Manage relationships with existing advisor clients to ensure a high level of satisfaction and retention
  • Design and deliver a communication strategy and content to advisors, prospective advisor clients, and end clients
  • Provide support to our network of advisors and their clients to enhance their financial advice businesses and deliver our investment proposition
  • Develop and deliver training initiatives to advisors on outcomes-based investment solutions, tools, and investment planning proposition
  • Enhance the value and service proposition of our investment solutions
  • Develop marketing initiatives to build our company's brand and reputation
  • Collate and maintain business development reports and databases
  • Plan and coordinate advisor and client events
  • Assist with ad-hoc presentations to financial advisors and clients who request a spokesperson from our company
  • Provide para-planning support to advisors on an ad-hoc basis
  • Stay 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 and clients
  • Record and report back to management regarding the delivery of our service model, including client interactions and meetings

Requirements:

  • Bachelor of Commerce degree in investments, economics, business sciences, or a related field
  • Chartered Financial Planner (CFP) certification would be advantageous
  • Fully bilingual in English and Afrikaans
  • At least 5 years' experience in the Financial Services industry, with 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, and the regulatory environment for financial services
  • Entrepreneurial mindset with skills to build our brand and reputation

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