SUMMARY:
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POSITION INFO:
Business Development Manager - Asset Mgt & Securities, Cape Town
Growing Wealth Mgt business seeks self-motivated indiv. Pivotal role drive and implement Sales strategy to generate business for Securities and Asset Mgt solutions. Identify new business opportunities and leveraging existing relationships with IFAs etc. Drive client acquisition and retention across Retail channels. Great incentives. Exciting opportunity to build the Investment business in the Cape (Cape Town and Winelands).
Key Responsibilities
• Develop business for Asset Management and Stockbroking solutions.
• Utilise your existing connections in the market with clients such as IFAs to generate business.
• Analyse market trends, competitor activities, and client needs.
• Identify and pursue new business opportunities.
• Compile and implement a detailed Sales strategies to expand market share in the Cape region (Cape Town and Winelands area).
• Collaborate with Marketing and Product Development, to create tailored and client centric solutions.
• Conduct client presentations, workshops, and events to promote solutions and strengthen relationships.
• Develop Sales plan to enhance clients experience and drive sales.
• Drive Marketing initiatives/campaigns together with Marketing team.
• Other key duties to be discussed at interview stage.
Qualification and Experience
• B. Comm or equivalent. CFA or CFP an advantage.
• 10 to 14 yrs exp in Business Development in Securities and / or Asset Mgt.
• IFA distribution exp.
Should you be interested in the great opportunity:
• Please submit your CV via the link. You will be directed to our database, Ditto.
• For queries, please contact Bev at SET on .
• Looking forward to engaging with you.
