Our client is seeking a Business Development Manager to drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community.

Key Objectives:

Establish new sources for investor inflows from the IFA/adviser market.
Build profitable relationships with IFAs, Wealth Managers, Family Offices, etc.
Maintain and enhance the existing client base.
Focus on client satisfaction.

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 Experience:

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.

Competencies and Personal Characteristics: