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:
- Exceptional written and verbal communication skills.
- Attention to detail.
- Strong negotiating skills.
- Conceptual thinking ability.
- Effective presentation and writing skills.
- Aptitude for figures.
- Ability to function effectively under stress.
- Exceptional interpersonal skills.
- Service-oriented and personable.
- High energy level and self-starter.
- Displays integrity and honesty in all work-related interactions.
- Intelligent, quick thinker, stress-tolerant.
- Mature, confident, well-presented, and professional.
- Developed sense of duty, commitment, responsibility, and accountability.
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