Business Development Manager

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

• 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.

Client Onboarding & Support:

• 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.
• This role does not include the provision of personalised financial advice under FAIS.
• 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.

Internal Coordination & Reporting:

• 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 proсesses.

Requirements

Mandatory:

• 3–5+ years of experience in a sales or client-facing role (investments, finance, wealth management, or banking 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.

Advantageous:

• Experience working within the South African market.
• Understanding of currency exposure and risks (ZAR / USD / GBP).
• Experience working with Affluent and HNW clients.
• Existing client base.
• Experience in international investment or fintech environments.

Personal Profile:

• High level of autonomy and ownership.
• Client-first mindset with strong interpersonal skills.
• Emotional intelligence and resilience.
• Professional maturity and accountability.
• Long-term relationship-oriented approach.

High-performing candidates may grow into:

• Senior Business Development Manager or Team Lead.
• Career progression is based on performance, client outcomes, and leadership potential.

What We Offer:

• A key client-facing role within a growing investment company.
• Competitive base salary aligned with market standards.
• Performance-based bonus structure directly linked to revenue generated from your client AUM.
• Commission starting from 10%+ of revenue generated from your managed client base.
• Established inbound client flow with additional opportunity to build your own book.
• Office-based role in Cape Town with client meetings across the city.
• Clear and transparent earning model with no cap on performance growth.
• Product and sales process training.
• Clear professional and career growth opportunities.

Key Performance Indicators (KPIs):

• Growth in Assets Under Management (AUM) from assigned and self-sourced clients.
• Increase in client-generated revenue.
• Acquisition of high-value clients (R500k+ investment potential).
• Effective pipeline development and conversion ratio.
• Achievement of monthly and quarterly commercial targets.

We are looking for a Business Development Manager who is passionate about the financial markets and has a proven track record of success. If you are this person, we encourage you to apply for this exciting opportunity.

Branch Office – 1601B, 16th Floor, Portside Tower, 4 Bree Street, Cape Town, 8000, South Africa

BROKSTOCK SA (PTY) LTD is an authorised Financial Service Provider and is regulated by the South African Financial Sector Conduct Authority (FSP No.51404). BROKSTOCK SA (PTY) LTD Proprietary Limited trading as BROKSTOCK. BROKSTOCK SA (PTY) LTD t/a BROKSTOCK acts solely as an intermediary in terms of the FAIS Act, rendering only an intermediary service (i.e., no market making is conducted by BROKSTOCK SA (PTY) LTD t/a BROKSTOCK) in relation to derivative products (CFDs) offered by the liquidity providers. Therefore, BROKSTOCK SA (PTY) LTD t/a BROKSTOCK does not act as the principal or the counterparty to any of its transactions.

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