Business Development Manager

SUMMARY:
Exciting Opportunity: Business Development Manager!

POSITION INFO:

Job Overview: Business Development Manager (BDM)

The Business Development Manager (BDM) is a strategic growth driver within the distribution team, responsible for expanding the firm''s footprint across the independent financial advisor (IFA) and wealth manager landscape. Located in Geroge, this permanent role reports to the Head of Distribution. The BDM combines relationship management, sales expertise, and technical investment knowledge to promote investment solutions, deepen existing partnerships, and onboard new advisers.

The ideal candidate is commercially minded, client-centric, and passionate about financial markets. They are expected to deliver measurable growth in assets under management (AUM), maintain high levels of client satisfaction, and represent the brand with professionalism.

Key Responsibilities

Business Growth & Sales Execution: Identify and convert new business opportunities while driving fund and model portfolio inflows through strategic initiatives.

Performance Targets: Achieve net new AUM targets of R90 million per quarter and maintain a 70% conversion rate on investment proposals.

Advisor Onboarding: Self-source and onboard a minimum of five new active IFAs per annum, converting them into brand ambassadors.

Relationship Management: Conduct at least 20 high-quality engagements per month with supporting IFAs to analyze portfolios and market conditions.

Technical Expertise: Demonstrate a deep understanding of financial markets and portfolio construction, collaborating with research teams to present investment philosophy with confidence.

Client Experience: Deliver proactive, innovative service aiming for a Client Satisfaction Score ≥90%.

Requirements & Expectation

Strategic Execution: Ability to develop and execute regional growth strategies to expand market share and visibility.

Retention: Deepen relationships with existing IFAs to grow net AUM by at least 10% annually.

Compliance & Culture: Adhere to all compliance policies while contributing to a respectful, solutions-focused team culture.

Continuous Development: Take ownership of professional growth by staying current with legislative changes and industry best practices.