Business Development Manager - Distribution CPT Stellenbosch x2

Sasfin Wealth; Johannesburg; On-site; ZAR 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an entrepreneurial individual to drive sales in wealth management. This role involves developing relationships with financial planning practices and retail investors, promoting securities and asset management solutions. You will lead client acquisition strategies, collaborate with internal teams, and execute sales strategies to expand market share. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for client engagement. If you are ready to take on a dynamic role in a growing company, this opportunity is for you.

Qualifications

• 5+ years of experience in financial planning with a focus on business development.
• Deep understanding of financial products and investment strategies.

Responsibilities

• Promote and distribute securities and asset management solutions.
• Develop strong relationships with corporate clients and financial advisers.

Skills

Business Development

Sales Experience

B2B Sales

Marketing

Cold Calling

Account Management

Territory Management

Salesforce

Affiliate Marketing

CRM Software

Negotiation

Lead Generation

Education

Bachelor of Commerce degree

CFA or CFP qualification

Tools

Salesforce

CRM Software

Job description

We are looking for an entrepreneurial individual to effectively drive sales into the Sasfin Securities and Sasfin Asset Managers businesses, as well as other wealth offerings through Retail channels. The role involves developing and retaining strong relationships with external financial planning practices and Retail investors. The goal is to drive strategic growth and market penetration for Sasfin Securities, Sasfin Asset Managers, and other wealth offerings by identifying new business opportunities and leveraging existing relationships. The individual will lead client acquisition and retention strategies across retail and institutional channels, ensuring alignment with the overall Wealth growth objectives.

KEY RESPONSIBILITIES / DUTIES

1. Promote and distribute securities and asset management solutions along with other Sasfin wealth offerings.
2. Develop strong relationships with corporate clients and external financial advisers.
3. Identify and pursue new business opportunities by analyzing market trends, competitor activities, and client needs.
4. Develop and execute comprehensive sales strategies to expand market share regionally.
5. Collaborate with internal teams, including marketing and product development, to create tailored solutions that meet client needs and enhance brand awareness.
6. Conduct client presentations, workshops, and events to promote wealth solutions and deepen client engagement.
7. Provide strategic input into product development to ensure competitive and client-centric offerings.
8. Develop and implement strategic plans to enhance client experience and drive sales.
9. Assist and drive marketing initiatives and campaigns.
10. Cross-sell Sasfin products and solutions.
11. Assist the head of division with strategic planning initiatives.
12. Achieve monthly sales targets.
13. Maintain a CRM system.
14. Provide management reports to the head of division.

QUALIFICATIONS / SKILLS / PERSONAL ATTRIBUTES REQUIRED

1. A Bachelor of Commerce degree or equivalent.
2. A CFA or CFP qualification is advantageous.
3. Minimum of 5 years of experience within the financial planning environment, with a proven track record in business development, sales, or relationship management within the financial services or wealth management industry.
4. Deep understanding of financial products, investment strategies, and regulatory requirements in the wealth management and securities sectors.
5. Extremely client/service-oriented with high levels of business etiquette and communication skills.

REMUNERATION

Market-related Cost to Company based on qualification and experience.

APPLICATION PROCESS

Interested applicants can forward their CV by no later than 18 April 2025. Shortlisted applicants will undergo employment checks.

• Please consider your application unsuccessful if you do not receive a response within two weeks of submission.

Additional Details

Required Experience: Manager

Key Skills

Business Development, Sales Experience, B2B Sales, Marketing, Cold Calling, Account Management, Territory Management, Salesforce, Affiliate Marketing, CRM Software, Negotiation, Lead Generation

Employment Type: Full-Time

Experience: Years

Vacancy: 1

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Manager Distribution • Johannesburg, Gauteng, South Africa