Business Development Manager

Merand Recruitment; Durban; Hybrid; ZAR 700,000 - 950,000; Full time

Job summary

Merand Recruitment is seeking an experienced Business Development Manager for KwaZulu-Natal to drive growth within financial advisory practices. You will identify opportunities, engage clients and support Financial Advisors with prospecting and strategy execution.

The role requires strong relationship-building, analytical skills and the ability to operate at strategic and operational levels across multiple stakeholders. Durban-based position with focus on sustainable growth.

Qualifications

• 3–5 years' relevant experience within financial services or business development.
• Experience with financial planning practices is advantageous.
• CFP® qualification will be advantageous.

Responsibilities

• Identify and develop new business opportunities within existing client portfolios and databases.
• Support Financial Advisors with prospecting, client engagement and business development activities.
• Develop and execute business development strategies to achieve growth objectives.
• Assist with client advisory plans and annual review processes.
• Identify opportunities to increase assets under management and improve practice performance.
• Support Advisors in developing value propositions and pricing frameworks.
• Monitor practice performance and data to identify areas for improvement.
• Drive adoption of advisory processes and help achieve targets.
• Assist with dashboards and practice evaluation processes.
• Provide support during client events and roadshows.
• Assist with change management and transition to improved operating models.
• Build and maintain relationships with Financial Advisors and stakeholders.
• Develop sustainable practice management and operational processes.

Skills

Financial services

Business development

Communication

Analytical thinking

Relationship-building

Excel advanced

XPlan

QlikView

Education

Tertiary qualification in Commerce/Finance

Tools

Excel

XPlan

QlikView

Job description

Our client is looking for an experienced and driven Business Development Manager to join their team in KwaZulu-Natal. The successful candidate will be responsible for driving business development initiatives, identifying growth opportunities within financial advisory practices, and providing strategic and operational support to Financial Advisors. The role requires a commercially minded individual who can build strong relationships, analyse business performance and implement initiatives that contribute to sustainable growth and improved efficiencies.

Duties & Responsibilities

• Identify and develop new business opportunities within existing client portfolios and databases.
• Support Financial Advisors with prospecting, client engagement and business development activities.
• Develop and execute business development strategies to achieve growth objectives.
• Assist with client advisory plans and annual review processes.
• Identify opportunities to increase Assets Under Management and overall practice performance.
• Assist Financial Advisors with developing value propositions and pricing frameworks.
• Monitor practice performance, system usage and management information to identify areas for improvement.
• Analyse data and compare performance to identify best practices and improve operational efficiencies.
• Drive the adoption of advisory processes and support Advisors in achieving their targets and objectives.
• Assist with business assessments, dashboards and practice evaluation processes.
• Provide support during client events, roadshows and other business development initiatives.
• Assist with change management and the transition of practices towards improved operating models.
• Build and maintain strong relationships with Financial Advisors, support teams and key stakeholders.
• Develop sustainable practice management and operational processes.
• Provide strategic input while maintaining responsibility for effective operational execution.

Requirements

• Relevant tertiary qualification in Commerce, Finance, Investments or a related field.
• 3–5 years' relevant experience within financial services, business development or a similar role.
• Experience within Financial Planning will be advantageous.
• CFP® qualification will be advantageous.
• Strong understanding of financial services and business development principles.
• Excellent written and verbal communication skills.
• Strong relationship-building, influencing and negotiation abilities.
• Excellent analytical and problem-solving skills.
• Strong IT and data analysis capabilities.
• Advanced Microsoft Excel skills.
• Experience with XPlan and QlikView will be advantageous.
• Highly self-motivated, proactive and results driven.
• Ability to operate effectively at both strategic and operational levels.
• Strong organisational skills and attention to detail.
• Ability to manage change and work effectively with multiple stakeholders.

Only applicants meeting the desired minimum requirements will be considered. If you have not heard from us within two weeks of applying, please consider your application unsuccessful.