Business Development Executive: Financial Services

Communicate Finance; Randburg; On-site; ZAR 500,000 - 900,000; Full time

Job summary

Communicate Finance in South Africa is seeking a results-driven Business Development Executive to expand our retail investments network. You will build and maintain relationships with IFAs, wealth managers, and intermediaries while driving new business and asset growth.

You will promote investment solutions, conduct advisor meetings and training, and develop regional strategies to expand market share, delivering exceptional service and strengthening stakeholder relationships.

Qualifications

• Completed BCom degree or equivalent tertiary qualification.
• Minimum 3 years' Business Development Executive, Business Development Manager, or Intermediary Consultant experience within the investments or financial services industry.
• RE5 qualification (essential).
• Proven track record of business development and advisor relationship management.
• Strong presentation, networking, and communication skills.
• Ability to work independently and manage a regional portfolio.

Responsibilities

• Build and maintain strong relationships with IFAs, wealth managers, and intermediaries.
• Drive new business acquisition and asset growth within the retail investments market.
• Promote and position investment solutions to advisors and their clients.
• Conduct advisor meetings, presentations, training sessions, and business reviews.
• Identify opportunities to expand advisor engagement and increase market share.
• Develop and execute regional business development strategies.
• Deliver exceptional client service while maintaining strong stakeholder relationships.

Skills

Presentation skills

Networking

Communication skills

Advisor relationship management

Regional portfolio management

Education

BCom degree or equivalent

RE5 qualification

Job description

Job Description:

• Build and maintain strong relationships with IFAs, wealth managers, and intermediaries
• Drive new business acquisition and asset growth within the retail investments market
• Promote and position investment solutions to advisors and their clients
• Conduct advisor meetings, presentations, training sessions, and business reviews
• Identify opportunities to expand advisor engagement and increase market share
• Develop and execute regional business development strategies
• Deliver exceptional client service while maintaining strong stakeholder relationships

Skills & Experience:

• Completed BCom degree or equivalent tertiary qualification
• Minimum 3 years' Business Development Executive, Business Development Manager, or Intermediary Consultant experience within the investments or financial services industry
• RE5 qualification (essential)
• Proven track record of business development and advisor relationship management
• Strong presentation, networking, and communication skills
• Ability to work independently and manage a regional portfolio