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Business Development Manager – Retail Investments (Cape Town)The Recruitment Council • Cape Town, South Africa
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Business Development Manager – Retail Investments (Cape Town)

Business Development Manager – Retail Investments (Cape Town)

The Recruitment Council • Cape Town, South Africa
30+ days ago
Job description

Position Type: Permanent

Industry: Financial Services / Investment Management

Executive Summary

Our client, a premier and well-established financial services group in South Africa, is seeking a high-performing Business Development Manager to join their team in Cape Town. This strategic role is responsible for driving market share growth by managing, developing, and expanding a portfolio of investment-focused intermediaries.

Key Responsibilities

  • Business & Portfolio Growth: Sourcing, onboarding, and activating financial intermediaries. Driving sales volumes, meeting monthly targets, and growing regional business via Independent Financial Intermediaries and agency networks.

  • Intermediary Enablement: Implementing structured support models, providing product/fund insights, and driving adoption of digital investment platform tools.

  • Upskilling & Training: Training financial advisers and their support staff to improve advice capability, simplify complex investment concepts, and enhance practice sustainability.

  • Stakeholder Management: Coordinating support campaigns, leading client service engagements, and managing a Business Development Coordinator.

  • Governance & Compliance: Ensuring full adherence to FAIS, FICA, and industry regulatory frameworks.

Minimum Requirements & Qualifications

  • Qualifications: Relevant financial or investment-focused tertiary degree (e.g., BCom Investment Management or Economics). A CFP designation is highly advantageous.

  • Experience: 5+ years of experience in an investment industry distribution environment. Proven track record in supporting and developing Independent Financial Adviser (IFA) practices.

  • Technical Knowledge: Deep understanding of retail Collective Investment Schemes (CIS), Linked Investment Service Provider (LISP) platforms, and industry market trends.

  • Language & Communication: Exceptional presentation skills in both English and Afrikaans.

  • Licensing & Mobility: Valid drivers license and reliable personal vehicle (travel throughout the region required).

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Business Development Manager – Retail Investments (Cape Town) • Cape Town, South Africa