Retail BDM

Recruiter:

Conova Recruitment

Job Ref:

CPT000506/GR

Date posted:

Wednesday, November 5, 2025

Location:

Cape Town, South Africa

Salary:

1000000 Annually

SUMMARY:
Our client, an independently owned and managed boutique asset manager, is seeking a professional self-starter with a passion for financial markets who works well within a high-performance team.

The Business Development Manager will be focused on driving net inflows from Independent Financial Advisors (IFA) into the firm’s products.

POSITION INFO:
Key Responsibilities:

Ongoing interaction with IFAs to drive net flows to the firm’s funds and to retain existing asset base

Promotion of the firm’s brand and partner funds to advisors and LISPs
Ensuring access on LISPs and facilitating the flows into the funds
Monitoring of fund flows with the use of Coruscate (or similar)
Maintaining a strong level of technical knowledge of the firm’s funds and business

Requirements:

Minimum of BCom graduate or similar qualification
3+ years in a BDM role with research and/or financial sales related experience (preferably in asset management)
Professional Qualification eg CFA, CAIA, CA (preferable)
Strong numerate skills
Established contact list of IFAs (preferable)
Excellent capital markets general knowledge
A demonstrable track record of investment acumen
Professional with a strong work ethic
Knowledge and insights gained from industry research and analysis of portfolios (advantageous)

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