Affluent Client Growth Executive (Cape Town)

Brokstock SA (Pty) Ltd; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonus

Commission from revenue

Established inbound client flow

Cape Town office

Training and career growth

Job summary

BROKSTOCK SA (PTY) LTD is seeking a Business Development Manager to lead client engagement and drive revenue across defined client segments in Cape Town. The role involves meeting affluent and HNW clients, onboarding new prospects, and guiding them through the investment journey with robust relationship management.

Office-based in Cape Town, the position offers a competitive base salary, performance bonuses, and a commission structure starting from 10%+ of revenue from your managed client base.

Qualifications

• 3–5+ years in sales or client-facing roles (investments preferred).
• Proven experience conducting face-to-face and off-site client meetings.
• Strong negotiation and relationship-building skills.
• Solid understanding of basic investment instruments and market principles.
• English – professional working proficiency.

Responsibilities

• Conduct in-person meetings with clients at the company office.
• Conduct off-site / client-site meetings when required.
• Manage relationships with existing clients across defined client segments.
• Engage with Affluent and HNW clients.
• Build and maintain long-term, trust-based client relationships.
• Onboard incoming clients (cold and warm leads).
• Clearly explain the company’s operating model, platform, and available investment solutions.
• Guide clients through their initial journey and establish ongoing engagement.
• Convert incoming prospects into active clients.
• Grow existing client relationships (retention and lifetime value).
• Upsell and cross-sell investment solutions within suitability guidelines.
• Manage client expectations and handle objections professionally.
• Deliver a consistently high level of client service.
• Maintain accurate records of all client interactions in CRM.
• Prepare follow-up summaries after meetings.
• Coordinate with support, back office, and product teams as needed.
• Contribute to the improvement of client experience and sales processes.

Skills

Client meetings

Negotiation

Relationship-building

English proficiency

Education

Experience in finance or wealth management

Job description

BROKSTOCK SA (PTY) LTD is seeking a Business Development Manager to lead client engagement and drive revenue across defined client segments in Cape Town. The role involves meeting affluent and HNW clients, onboarding new prospects, and guiding them through the investment journey with robust relationship management.

Office-based in Cape Town, the position offers a competitive base salary, performance bonuses, and a commission structure starting from 10%+ of revenue from your managed client base.