Business Development Manager

Communicate Recruitment; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services firm based in Johannesburg is seeking a candidate to manage and grow a portfolio of specialised investment intermediaries. The role involves sourcing new intermediaries, building strong relationships, and ensuring compliance with relevant regulations. Candidates should have a relevant financial qualification, strong knowledge of retail investments, and at least 5 years of experience in financial distribution. This position offers an opportunity to educate intermediaries and drive participation in investment campaigns.

Qualifications

• Minimum 5 years in financial distribution (LISP or investment management experience preferred).
• Proven success in intermediary development and sales.
• Strong technical knowledge of retail investments.
• Valid driver's license and own reliable vehicle.

Responsibilities

• Manage and grow a portfolio of specialised investment intermediaries.
• Source and onboard new intermediaries to expand market reach.
• Build and maintain strong relationships with intermediaries, broker networks, and independent financial advisors.
• Implement a structured intermediary support model to enhance engagement and efficiency.
• Educate intermediaries and their support staff on investment products, platforms, and digital tools.

Skills

Client-centric with strong relationship-building skills

Resilient, results-driven, and collaborative

Excellent communication and presentation abilities

Entrepreneurial mindset with problem-solving capabilities

Confident, persuasive, and self-motivated

Education

Relevant financial/investment qualification (Honours level preferred)

Certified Financial Planner (CFP)

FAIS exam advantageous

Job description

Manage and grow a portfolio of specialised investment intermediaries

Source and onboard new intermediaries to expand market reach

Retain and grow existing investment business across local, international, structured, and guaranteed products

Achieve monthly and annual sales targets through proactive portfolio management

Build and maintain strong relationships with intermediaries, broker networks, and independent financial advisors

Collaborate with internal stakeholders to ensure seamless service delivery and support

Implement a structured intermediary support model to enhance engagement and efficiency

Educate intermediaries and their support staff on investment products, platforms, and digital tools

Facilitate training sessions to promote the use of digital systems and enhance product knowledge

Identify and address intermediary needs related to technical support, reporting, and business development

Drive participation in investment campaigns and product launches

Deliver presentations and support product implementation initiatives

Provide accurate and timely information on products, funds, and services to intermediaries

Ensure all intermediary activities comply with relevant regulations (FAIS, FICA, POPIA)

Maintain accurate records and adhere to internal compliance standards

Coordinate with internal teams to maintain service level agreements (SLAs)

Act as a liaison between intermediaries and product / service providers to resolve issues and enhance service delivery

Job Experience and Skills Required

• Relevant financial / investment qualification (Honours level preferred)
• Certified Financial Planner (CFP)
• FAIS exam advantageous
• Minimum 5 years in financial distribution (LISP or investment management experience preferred)
• Proven success in intermediary development and sales
• Strong technical knowledge of retail investments
• Valid driver's license and own reliable vehicle

Key Competencies

• Client-centric with strong relationship-building skills
• Resilient, results‑driven, and collaborative
• Excellent communication and presentation abilities
• Entrepreneurial mindset with problem‑solving capabilities
• Confident, persuasive, and self‑motivated

Apply now!