Business Development Manager | Cape Town

Business Development Manager | Cape Town

Our client is a premier provider of retail investment solutions. They are seeking a results-driven, strategic, and experienced Business Development Manager to join their team in Cape Town. In this role, you will be responsible for developing and maintaining a portfolio of investment-focused intermediaries, expanding market share, and driving overall strategic business growth.

Key Responsibilities:

• Attract new business and increase the retention of existing investment flows.
• Source, onboard, and activate new intermediaries for our client.
• Achieve profitable annual sales volumes and consistently meet monthly targets by actively managing an intermediary portfolio.
• Grow regional business via Independent Financial Intermediaries and sales, training, marketing, and client services networks.
• Implement a structured intermediary support model to ensure effective collaboration between channels, intermediaries, and product providers.
• Provide accurate investment, product, fund, service, and investor information.
• Train and upskill intermediaries and their support staff to enhance advice capabilities and practice sustainability.
• Equip intermediaries with technology, reporting tools, and business development insights to support profitable practices.
• Drive the adoption and effective use of our client's digital platforms and web-based tools.
• Support investment campaigns and marketing initiatives.
• Contribute to product implementation through presentations, insights, and client service support.
• Manage and lead the Business Development Coordinator.
• Maintain and coordinate Service Level Agreements (SLAs) with both internal and external stakeholders.
• Ensure full adherence to regulatory requirements, including FAIS and FICA.
• Promote ethical, compliant, and professional conduct across all activities at all times.

Requirements:

• Education: Relevant financial/investment tertiary qualification. A BCom in Investment Management or Economics and a CFP designation will be beneficial.
• Experience: 5+ years of experience within an investment industry distribution environment.
• Track Record: Proven sales track record within the investment industry, with extensive experience supporting and developing IFA investment practices.
• Technical Knowledge: Deep technical knowledge of retail collective investments, Linked Investment Service Provider (LISP) platforms, financial industry structures, and market trends.
• Licensing & Mobility: Valid drivers license and own reliable vehicle (role requires travel throughout the designated area of responsibility).
• Strong relationship building, stakeholder management, and consultative skills.
• Leadership, people management, and team collaboration abilities.
• Target-driven, performance-oriented, resilient, and tenacious in a sales environment.
• Effective communication and presentation skills in both Afrikaans and English, with confidence presenting to large audiences.
• Ability to simplify and train complex investment concepts.
• Innovative, strategic, and entrepreneurial mindset with strong problem-solving skills and the ability to identify market opportunities.
• Strong client service ethic and ability to perform effectively under pressure.