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Business Development Manager

Business Development Manager

Communicate RecruitmentWes-Kaap, South Africa
22 hours ago
Job description

Position : Business Development Manager

Location : Cape Town & Surrounds

R 600 000 – R 800 000

Are you a driven, client-focused professional with a passion for investments and a talent for building strong intermediary relationships? This is your opportunity to lead growth in one of the most dynamic regions in the country.

Company and Job Description

As a Business Development Manager , you’ll be responsible for managing and expanding a portfolio of Independent Financial Advisors (IFAs), driving retail investment inflows, and delivering on a strategic investment distribution plan. You’ll work closely with intermediaries to provide expert support, training, and insights across a range of investment solutions.

Key Responsibilities

  • Manage and grow a portfolio of specialised investment intermediaries.
  • Source and onboard new intermediaries to expand market reach.
  • Retain and grow existing investment business across local, international, structured, and guaranteed products.
  • Achieve monthly and annual sales targets through proactive portfolio management.
  • Build and maintain strong relationships with intermediaries, broker networks, and independent financial advisors.
  • Collaborate with internal stakeholders to ensure seamless service delivery and support.
  • Implement a structured intermediary support model to enhance engagement and efficiency.
  • Educate intermediaries and their support staff on investment products, platforms, and digital tools.
  • Facilitate training sessions to promote the use of digital systems and enhance product knowledge.
  • Identify and address intermediary needs related to technical support, reporting, and business development.
  • Drive participation in investment campaigns and product launches.
  • Deliver presentations and support product implementation initiatives.
  • Provide accurate and timely information on products, funds, and services to intermediaries.
  • Ensure all intermediary activities comply with relevant regulations (FAIS, FICA, POPIA).
  • Maintain accurate records and adhere to internal compliance standards.
  • Coordinate with internal teams to maintain service level agreements (SLAs).
  • Act as a liaison between intermediaries and product / service providers to resolve issues and enhance service delivery.

Job Experience and Skills Required

  • Relevant financial / investment qualification (Honours level preferred)
  • Certified Financial Planner (CFP)
  • FAIS exam advantageous
  • Minimum 5 years in financial distribution (LISP or investment management experience preferred)
  • Proven success in intermediary development and sales
  • Strong technical knowledge of retail investments
  • Valid driver’s license and own reliable vehicle
  • Key Competencies
  • Client-centric with strong relationship-building skills
  • Resilient, results-driven, and collaborative
  • Excellent communication and presentation abilities
  • Entrepreneurial mindset with problem-solving capabilities
  • Confident, persuasive, and self-motivated
  • Apply now!

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    Development Manager • Wes-Kaap, South Africa