Business Development Manager

Duties & Responsibilities - Identify and develop new business opportunities within existing client portfolios and databases. - Support Financial Advisors with prospecting, client engagement and business development activities. - Develop and execute business development strategies to achieve growth objectives. - Assist with client advisory plans and annual review processes. - Identify opportunities to increase Assets Under Management and overall practice performance. - Assist Financial Advisors with developing value propositions and pricing frameworks. - Monitor practice performance, system usage and management information to identify areas for improvement. - Analyse data and compare performance to identify best practices and improve operational efficiencies. - Drive the adoption of advisory processes and support Advisors in achieving their targets and objectives. - Assist with business assessments, dashboards and practice evaluation processes. - Provide support during client events, roadshows and other business development initiatives. - Assist with change management and the transition of practices towards improved operating models. - Build and maintain strong relationships with Financial Advisors, support teams and key stakeholders. - Develop sustainable practice management and operational processes. - Provide strategic input while maintaining responsibility for effective operational execution. Requirements - Relevant tertiary qualification in Commerce, Finance, Investments or a related field. - 35 years' relevant experience within financial services, business development or a similar role. - Experience within Financial Planning will be advantageous. - CFP® qualification will be advantageous. - Strong understanding of financial services and business development principles. - Excellent written and verbal communication skills. - Strong relationship-building, influencing and negotiation abilities. - Excellent analytical and problem-solving skills. - Strong IT and data analysis capabilities. - Advanced Microsoft Excel skills. - Experience with XPlan and QlikView will be advantageous. - Highly self-motivated, proactive and results driven. - Ability to operate effectively at both strategic and operational levels. - Strong organisational skills and attention to detail. - Ability to manage change and work effectively with multiple stakeholders. **Only applicants meeting the desired minimum requirements will be considered. If you have not heard from us within two weeks of applying, please consider your application unsuccessful. **