Business Development Manager

Schroders Uk; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A global investment management firm is seeking a Business Development Manager in Cape Town. This role focuses on managing relationships with wealth managers and financial advisers to drive asset growth. Candidates should demonstrate strong communication skills, commercial awareness, and the ability to lead complex sales initiatives. The position involves travel within South Africa and to the UK, alongside a passion for growing the business.

Qualifications

• Proven success in driving asset growth in the intermediary channel.
• Strong presentation and communication skills and the ability to adapt to varied environments.
• Ability to lead major sales initiatives.

Responsibilities

• Manage and develop relationships with intermediary clients.
• Prepare materials for meetings and maintain regular contact with clients.
• Understand client requirements to offer first-class service.
• Create business and account plans utilizing the CRM.
• Attend seminars and conferences to build network.

Skills

Relationship management

Communication skills

Commercial awareness

Technical skills

Sales initiative leadership

Presentation skills

Job description

Overview

Role

Business Development Manager

Location

Cape Town, South Africa

About Schroders

Schroders is a global investment manager which helps institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Our purpose is to provide excellent investment performance to our clients through active management.

By serving clients, we serve wider society.

Channelling capital into sustainable and durable businesses accelerates positive change in the world.

Funding the future is a privilege : we use it wisely and responsibly.

The Team

Schroders has had offices in South Africa since

• and we focus entirely on providing offshore investment solutions to local intermediaries and institutions.
• We employ over talented people worldwide operating in 38 different locations across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients.

Schroders has 22 FSCA-approved offshore funds available to South African investors, which are available on several offshore platforms.

Our relationship with Sanlam Collective Investments also gives investors access to our strategies through two onshore ZAR feeder funds and our Schroder European Real Estate Investment Trust is listed on the JSE.

What you'll do

Managing and developing relationships with intermediary clients with a focus on top tier Wealth Managers, IFAs & IFA Networks

Maintain regular contact with clients, preparing materials to be presented during meetings and delivering any follow‑up materials, as required

Work closely with the Head of South Africa to maximise opportunities with clients and potential investors

Attain a clear understanding of each client's requirements and offer a first‑class service designed to anticipate and meet these needs

Create business and account plans using the Schroders CRM and to support both existing mandate longevity and identify new business opportunities

Respond with high priority to enquiries from clients and consultants

Ensure that all CRM systems are maintained with up‑to‑date client information

Attend seminars, conferences and roadshows to continuously build out a network, these may take place in different locations across South Africa

Keep up to date with new products / investment solutions and regulatory, legal and industry‑wide developments

Keep up to date with the competitor landscape and wider market trends across the investment industry

Keep up to date with Continuous Professional Development requirements as per the FAIS Act

Contribute to the design of business development campaigns involving a range of teams.

Help co‑ordinate events and fund manager activity in the region to build up presence in the market

Provide clients with a broad knowledge of Schroders s65 approved funds, updates on the performance of markets and insight into macro and micro economic trends

Demonstrate a strong knowledge of all relevant Schroder investment products

For new intermediary clients, have primary responsibility for ensuring that all onboarding requirements and procedures of the firm have been followed correctly e.g. KYC, AML etc.

Build strong working relationships with colleagues across the business

Maintain familiarity with relevant aspects of South African regulation, particularly as it affects the distribution of offshore collective investment schemes

Travel within South Africa and to the United Kingdom

A commercial understanding of product, branding and positioning to differentiate Schroders from competitors with existing and prospective clients

Proven success in driving asset growth in the intermediary channel

Strong technical skills experience to effectively communicate with clients, colleagues and investment professionals in the industry

Understands the key issues driving the asset management industry from a commercial and regulatory perspective

Ability to lead major / complex sales initiatives and be directly responsible for maintaining and enhancing relationships with clients of high strategic importance

Strong presentation and communication skills and the ability to adapt these to varied environments and client types

Status of a Representative

A high level of discipline, tenacity and self‑motivation

Ability to work alone with infrequent contact with colleagues

A commercial and entrepreneurial mind‑set and a passion for growing the business

The Knowledge, Experience and Qualifications You Need

A commercial understanding of product, branding and positioning to differentiate Schroders from competitors with existing and prospective clients

Proven success in driving asset growth in the intermediary channel

Strong technical skills experience to effectively communicate with clients, colleagues and investment professionals in the industry

Understands the key issues driving the asset management industry from a commercial and regulatory perspective

Ability to lead major / complex sales initiatives and be directly responsible for maintaining and enhancing relationships with clients of high strategic importance

Strong presentation and communication skills and the ability to adapt these to varied environments and client types

Status of a Representative

What You'll Be Like

A high level of discipline, tenacity and self‑motivation

Ability to work alone with infrequent contact with colleagues

A commercial and entrepreneurial mind‑set and a passion for growing the business

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management.

Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose.

This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.

You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio‑economic background, or any other protected characteristic.

About Us

We're a global investment manager.

We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6, people on six continents.