Business Development Manager

DAV Professional Placement Group; Cape Town; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A leading recruitment agency is seeking a Business Development Manager in Cape Town to drive sales and enhance client relationships in the financial services sector. The ideal candidate will have over 5 years of experience in financial planning or business development, a Bachelor of Commerce degree, and strong negotiation skills. This role offers the opportunity to shape client engagement strategies and achieve sales targets, contributing to overall business growth.

Qualifications

• Minimum 5 years’ experience in financial planning or business development.
• Demonstrated success in IFA distribution and client acquisition.
• In-depth knowledge of investment products and financial markets.

Responsibilities

• Build and maintain robust relationships with clients.
• Identify and pursue new business opportunities.
• Design and implement sales strategies to grow market share.

Skills

Financial planning

Relationship management

Client acquisition

Negotiation

Presentation

Communication

Analytical skills

Education

Bachelor of Commerce or equivalent degree

CFA or CFP designation

Job description

Job title : Business Development Manager

Overview

Job Location: Western Cape, Cape Town

Deadline: October 10, 2025

Key Responsibilities

• Champion the promotion and distribution of securities, asset management, and complementary wealth solutions.
• Build and maintain robust relationships with corporate clients, financial advisers, and retail investors.
• Identify and pursue new business opportunities through market analysis, competitor benchmarking, and client insights.
• Design and implement regional sales strategies to grow market share and brand visibility.
• Collaborate with internal stakeholders marketing, product development, and leadership to deliver tailored client solutions.
• Host client presentations, workshops, and events to deepen engagement and showcase offerings.
• Provide strategic input into product innovation to ensure relevance and competitiveness.
• Develop and execute client experience strategies that drive satisfaction and sales performance.
• Support marketing campaigns and cross-sell complementary financial products.
• Contribute to strategic planning initiatives alongside divisional leadership.
• Consistently meet or exceed monthly sales targets.
• Maintain accurate records and pipeline tracking via CRM systems.
• Deliver insightful management reports to leadership on performance and market trends.

Minimum requirements

• Minimum 5 years’ experience in financial planning, business development, or relationship management within wealth management or financial services.
• Bachelor of Commerce or equivalent degree.
• CFA or CFP designation is advantageous.
• Demonstrated success in IFA distribution and client acquisition.
• In-depth knowledge of investment products, financial markets, and regulatory frameworks.
• Client-centric with exceptional service orientation and professional etiquette.
• Strong negotiation, presentation, and communication skills.
• Ability to influence and engage stakeholders across all levels.
• Analytical mindset with the ability to interpret financial data and market dynamics.
• Self-starter with an entrepreneurial spirit and a passion for growth.
• Strategic thinker with a proactive approach to problem-solving and innovation.
• Sales / Retail / Business Development jobs