Business Development Manager – Retail Investments (Cape Town)
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).