Business Development Executive: Financial Services
Listed on 2026-08-28
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Sales
Business Development, Client Relationship Management, Financial Sales -
Business
Business Development, Client Relationship Management
Job Description:
Build and maintain strong relationships with IFAs, wealth managers, and intermediaries Drive new business acquisition and asset growth within the retail investments market Promote and position investment solutions to advisors and their clients Conduct advisor meetings, presentations, training sessions, and business reviews Identify opportunities to expand advisor engagement and increase market share Develop and execute regional business development strategies Deliver exceptional client service while maintaining strong stakeholder relationships
Skills & Experience:Minimum 3 years' Business Development Executive, Business Development Manager, or Intermediary Consultant experience within the investments or financial services industry RE5 qualification (essential) Proven track record of business development and advisor relationship management Strong presentation, networking, and communication skills Ability to work independently and manage a regional portfolio
Qualification:Completed BCom degree or equivalent tertiary qualification
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