Business Development Executive (Asset Management)

Sygnia Asset Management; Wes-Kaap; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading investment firm in Cape Town is seeking an experienced Business Development Executive to manage relationships with financial advisors and promote innovative investment offerings. The ideal candidate has over 5 years of experience in financial services and is well-versed in investment solutions. This role offers a dynamic work environment and opportunities for growth in a fintech-driven investment firm.

Qualifications

• 5+ years of experience in business development or sales within financial services.
• Strong interpersonal skills and ability to manage relationships.
• Experience with investment products and financial advisors.

Responsibilities

• Cultivate and manage relationships with financial advisors.
• Promote Sygnia’s investment offerings.
• Act as a liaison between advisors and internal teams.

Skills

Relationship management

Investment solutions

Communication skills

Client service orientation

Sales proficiency

Education

BCom or relevant university degree

RE5 and Certified Financial Planner (CFP)

Tools

Microsoft Office

CRM systems

Job description

Overview

Business Development Executive – Investments (Cape Town)

Sygnia Financial Services

Are you a driven and client-focused professional with a strong background in investment solutions and advisor engagement? Sygnia Financial Services is seeking an experienced Business Development Executive to join our high-performing Retail team in Cape Town.

In this role, you will be responsible for cultivating and managing relationships with financial advisors, promoting Sygnia’s innovative investment offerings, and contributing directly to the growth and success of our retail investment business.

Responsibilities

• Build and maintain strong, professional relationships with independent financial advisors (IFAs) and wealth managers.
• Promote the Sygnia product suite through regular presentations, meetings, and ongoing engagement.
• Act as a trusted liaison between advisors and internal teams to ensure service excellence and client satisfaction.
• Handle advisor queries promptly and efficiently, maintaining high service standards.
• Stay informed on competitor offerings and market trends to position Sygnia competitively.

Requirements

• A BCom or relevant university degree (essential)
• Minimum 5 years’ experience in a business development or sales role within the financial services or asset management industry, with a focus on investments
• RE5 and Certified Financial Planner (CFP) designation (essential)
• Strong interpersonal skills and a collaborative mindset
• Highly proficient in Microsoft Office and CRM systems
• An existing advisor network or book of business will be a significant advantage

Core Competencies

• Exceptional communication and presentation skills
• Strong client service orientation
• Confident, professional, and articulate in advisor interactions
• Well-organised and self-motivated
• Energetic, proactive, and team-oriented
• Ability to thrive in a fast-paced, performance-driven environment

Why Sygnia?

Sygnia is one of South Africa’s leading fintech-driven investment firms, known for innovation, transparency, and client-centricity. We offer a dynamic work environment, opportunities for growth, and the chance to be part of reshaping the investment landscape.

Ready to take your business development career to the next level?

Apply now and be part of a future-focused investment team.