Business Development Manager – Retail (Asset Management)

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

An established boutique asset management firm is seeking a dynamic business development professional to enhance their client relationships and promote their investment products. This role involves engaging with clients through presentations, managing accounts, and providing insightful communication regarding market trends and performance. If you are passionate about finance and have a knack for building trust-based relationships, this position offers a fantastic opportunity to make a significant impact in a supportive and growth-oriented environment.

Qualifications

• Proven experience in business development and client relationship management.
• Strong understanding of financial markets and investment performance.

Responsibilities

• Conduct client visits and presentations to promote investment products.
• Grow assets from new and existing clients while analyzing their needs.

Skills

Business Development

Client Relationship Management

Financial Market Knowledge

Communication Skills

Financial Planning Concepts

Tools

Sales Logix

Job description

Role summary:

Our client is a well-established and reputable boutique Asset Management company which has done very well in recent years in terms of their approach to investing and the performance of their funds that are typically geared towards the retail market. They are now looking for an astute business development professional and client-oriented individual who is keen to use their technical skills and knowledge of financial markets to promote the company’s product range amongst the IFA networks and build and maintain solid client relationships based on superior investment performance and trust.

Duties and Responsibilities:

1. Client visits including presentations to groups of clients and broker networks, sometimes accompanied by an investment manager – servicing a client base situated in Cape Town as well as outlying areas (Boland, Eastern Cape, South Cape).
2. Preparation of regular communication to clients including reporting and explanation of performance.
3. Growing assets from new clients and existing clients, identifying new avenues for business.
4. Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
5. Pro-actively analyse client’s businesses to determine suitability of company funds for their requirements.
6. Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
7. Must be in a position to discuss financial planning concepts with clients.
8. Maintain and constantly update client database through effective use of Sales Logix.

To apply for this role please send your CV and supporting documentation to [e-mail], alternatively call 083 6599659 for a confidential conversation.