Business Development Manager for investment platform

Brokstock Sa; Cape Town; On-site; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Performance bonus

Commission on revenue

Career growth opportunities

Office-based in Cape Town

Job summary

BROKSTOCK, a South African investment app, seeks a seasoned Business Development Manager to engage clients, conduct meetings, and drive onboarding. You will build long-term relationships with affluent clients and manage expectations with a professional, consultative approach in a client-facing role.

Office-based in Cape Town, you will engage both in-office and off-site meetings, grow existing relationships, and Upsell investment solutions within guidelines while coordinating with support and

Qualifications

• 3–5+ years of experience in a sales or client-facing role (investments, finance, wealth management, or banking preferred).
• Proven experience conducting face-to-face and off-site client meetings.
• Strong negotiation and relationship-building skills.
• Solid understanding of basic investment instruments and market principles.
• English — professional working proficiency.

Responsibilities

• Engage with clients through in-person and off-site meetings to grow relationships.
• Onboard new clients and clearly explain the platform and investment solutions.
• Guide clients through their onboarding journey and maintain ongoing engagement.
• Maintain CRM records, prepare meeting summaries, and coordinate with teams.
• Deliver high-quality client service and manage expectations.

Skills

Client meetings

Negotiation

Relationship building

Investments basics

Tools

CRM software

Job description

BROKSTOCK is a South African investment app that gives access to investments in shares, metals, ETFs, currencies and crypto. We are a licensed FSCA broker that has been present on the SA market for over 5 years.

We are looking for an experienced Business Development Manager to work with both existing and incoming clients, conduct high-quality client meetings, support onboarding, and build long-term client relationships.

This is a client-facing, consultative sales role (non-advisory), requiring a high level of independence, strong communication skills, and a professional approach to investor relationships. Client meetings will take place both in the office and off-site, depending on client need.

Key responsibilities:

Client Engagement & Meetings:

• Conduct in-person meetings with clients at the company office.
• Conduct off-site / client-site meetings when required.
• Manage relationships with existing clients across defined client segments.
• Engage with Affluent and HNW clients.
• Build and maintain long-term, trust-based client relationships.

Client Onboarding & Support:

• Onboard incoming clients (cold and warm leads).
• Clearly explain the company’s operating model, platform, and available investment solutions.
• Guide clients through their initial journey and establish ongoing engagement.
• This role does not include the provision of personalised financial advice under FAIS.
• Convert incoming prospects into active clients.
• Grow existing client relationships (retention and lifetime value).
• Upsell and cross-sell investment solutions within suitability guidelines.
• Manage client expectations and handle objections professionally.
• Deliver a consistently high level of client service.

Internal Coordination & Reporting:

• Maintain accurate records of all client interactions in CRM.
• Prepare follow-up summaries after meetings.
• Coordinate with support, back office, and product teams as needed.
• Contribute to the improvement of client experience and sales proсesses.

Requirements

Mandatory:

• 3–5+ years of experience in a sales or client-facing role (investments, finance, wealth management, or banking preferred).
• Proven experience conducting face-to-face and off-site client meetings.
• Strong negotiation and relationship-building skills.
• Solid understanding of basic investment instruments and market principles.
• English — professional working proficiency.

Advantageous:

• Experience working within the South African market.
• Understanding of currency exposure and risks (ZAR / USD / GBP).
• Experience working with Affluent and HNW clients.
• Existing client base.
• Experience in international investment or fintech environments.

Personal Profile:

• High level of autonomy and ownership.
• Client-first mindset with strong interpersonal skills.
• Emotional intelligence and resilience.
• Professional maturity and accountability.
• Long-term relationship-oriented approach.

High-performing candidates may grow into:

• Senior Business Development Manager or Team Lead
• Career progression is based on performance, client outcomes, and leadership potential.

What We Offer:

• A key client-facing role within a growing investment company.
• Competitive base salary aligned with market standards.
• Performance-based bonus structure directly linked to revenue generated from your client AUM.
• Commission starting from 10%+ of revenue generated from your managed client base.
• Established inbound client flow with additional opportunity to build your own book.
• Office-based role in Cape Town with client meetings across the city.
• Clear and transparent earning model with no cap on performance growth.
• Product and sales process training.
• Clear professional and career growth opportunities.

Key Performance Indicators (KPIs):

• Growth in Assets Under Management (AUM) from assigned and self-sourced clients
• Increase in client-generated revenue
• Acquisition of high-value clients (R500k+ investment potential)
• Effective pipeline development and conversion ratio
• Achievement of monthly and quarterly commercial targets