Business Development Manager

SUMMARY:
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.

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

POSITION INFO:

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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For more information, contact:
Bianca Langenhoven
Recruitment Consultant

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