Business Development Manager | Rosebank

Our client is seeking an experienced, high-performing Business Development Manager to join their team in Rosebank. In this role, you will be responsible for prospecting, sourcing, developing, and maintaining a specialized Investment Intermediary portfolio. You will play a pivotal role in driving market share growth for retail investment solutions while delivering on key investment channel strategies across Johannesburg and surrounding areas.

• Service an existing supporting Intermediary client base.
• Source and introduce new Intermediaries to our client’s platform.
• Support and collaborate with relevant Broker Corporate Businesses and Independent Intermediary businesses.
• Attract new business and increase the retention of existing investment business across Local, International, Structured, and Guaranteed Products.
• Directly grow and manage an Intermediary Portfolio to ensure profitable annual sales volumes and monthly targets are met.
• Ensure intermediaries adhere strictly to all regulatory requirements (e.g., FAIS, FICA, POPIA).
• Develop and execute a comprehensive business plan covering sales volumes, investment education/training, marketing, client services, digital platform usage, and expanding the support base.
• Implement an effective Intermediary support model to facilitate seamless coordination between our client, brokers, and various product and service providers.
• Train, educate, and develop Intermediaries and their support staff on all investment solutions (Local, International, Structured Products, and Guaranteed Products).
• Facilitate the usage of digital strategy tools and e-initiatives.
• Supply accurate investment, product, fund, service, and investor information.
• Identify intermediary needs regarding technical information, technology, reporting, and building a profitable practice.
• Support investment projects, initiatives, and marketing campaigns.
• Participate in investment product implementations through presentations, product development input, and client service support.
• Coordinate and maintain effective Service Level Agreements (SLAs) with both internal and external stakeholders.

• Relevant financial / investment tertiary qualification (an Honours-level financial qualification is strongly recommended).
• Certified Financial Planner (CFP) designation.
• FAIS RE exam completion is advantageous.
• 8 to 10 years of experience in a financial distribution environment (experience within a Linked Investment Service Provider / LISP or Investment Management Company is recommended).
• Proven track record in supporting and developing Independent Financial Adviser (IFA) practices.
• Demonstrated sales success and a strong performance track record.
• Deep technical knowledge of retail investments and the retail investment industry.
• Valid driver’s license and own reliable vehicle.
• Client-centric mindset, strong relationship building, collaborative, innovative, resilient, results-driven, and entrepreneurial.
• Communication:
  Exceptional written and verbal communication alongside confident presentation skills.
• Problem Solving:
  Strong lateral thinking capabilities and ability to work effectively under pressure.
• Personal Traits:
  High self-confidence with a positive “can-do” attitude, high-performance orientation, persuasiveness, and unwavering honesty, integrity, and respect.
• Ability to thrive both independently and as part of a collaborative team.