Business Development Manager – Retail Investments (Cape Town)

SUMMARY:
Business Development Manager – Retail Investments (Cape Town)

POSITION INFO:
Position Type: Permanent Industry: Financial Services \/ Investment Management Executive Summary Our client, a premier and well-established financial services group in South Africa, is seeking a high-performing Business Development Manager to join their team in Cape Town . This strategic role is responsible for driving market share growth by managing, developing, and expanding a portfolio of investment-focused intermediaries . Key Responsibilities Business & Portfolio Growth: Sourcing, onboarding, and activating financial intermediaries . Driving sales volumes, meeting monthly targets, and growing regional business via Independent Financial Intermediaries and agency networks . Intermediary Enablement: Implementing structured support models, providing product\/fund insights, and driving adoption of digital investment platform tools . Upskilling & Training: Training financial advisers and their support staff to improve advice capability, simplify complex investment concepts, and enhance practice sustainability . Stakeholder Management: Coordinating support campaigns, leading client service engagements, and managing a Business Development Coordinator . Governance & Compliance: Ensuring full adherence to FAIS, FICA, and industry regulatory frameworks . Minimum Requirements & Qualifications Qualifications: Relevant financial or investment-focused tertiary degree (e.g., BCom Investment Management or Economics) . A CFP designation is highly advantageous . Experience: 5+ years of experience in an investment industry distribution environment . Proven track record in supporting and developing Independent Financial Adviser (IFA) practices . Technical Knowledge: Deep understanding of retail Collective Investment Schemes (CIS), Linked Investment Service Provider (LISP) platforms, and industry market trends . Language & Communication: Exceptional presentation skills in both English and Afrikaans . Licensing & Mobility: Valid driver's license and reliable personal vehicle (travel throughout the region required) .