Business Development Manager – Investment Intermediaries | Rosebank
About the Role:
On behalf of our client, a premier financial services brand in South Africa, we are seeking an accomplished Business Development Manager to manage, develop, and expand a specialized Investment Intermediary (IFA) portfolio.
The successful candidate will be responsible for driving retail investment market share, introducing new intermediary partnerships, and facilitating digital and product enablement for investment advisory practices.
Key Responsibilities:
Portfolio & Target Achievement: Direct responsibility for hitting annual sales volumes and monthly net inflow targets across Local, International, Structured, and Guaranteed Investment Products.
Intermediary Acquisition & Retention: Service existing supporting IFA networks while prospecting and introducing new intermediaries to the platform.
Practice Support & Education: Deliver training, market insights, and product development support to advisors and their back-office teams.
Digital Strategy: Facilitate the adoption of digital tools and platform tech solutions across intermediary practices.
Governance & Compliance: Ensure full alignment with FAIS, FICA, and POPIA regulatory frameworks within the distribution network.
Minimum Requirements:
Education: Tertiary qualification in Finance, Investments, or related field (Honours degree recommended). CFP® designation highly advantageous.
Experience: Minimum 8 to 10 years of sales distribution experience within an Investment Management Company or Linked Investment Service Provider (LISP).
Track Record: Demonstrated background in supporting, developing, and growing IFA practices with a verifiable sales record.
Skills: Strong lateral problem-solving, persuasive presentation skills, client-centric ethos, and high resilience.
Licensing: Valid South African Driver''s License and personal vehicle.