BUSINESS DEVELOPMENT & OPERATIONS SPECIALIST

Ginsburg & Selby Private Wealth; Wes-Kaap; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

A private wealth advisory firm in South Africa is looking for a dedicated individual to lead business development and client engagement. Candidates should have 5-10 years of experience in financial services, particularly in business development and process optimisation. The role requires strong communication and analytical skills, as well as a degree in business or finance. This position offers an opportunity to drive strategic growth within the firm and enhance client relationships.

Qualifications

• 5–10 years’ experience in wealth management or financial services.
• Experience in business development and pipeline management.
• Strong operational and process optimisation skills.
• Experience within boutique advisory or family office environment advantageous.
• Degree in business, finance, marketing or related discipline advantageous.
• CFA, CFP or related qualification advantageous (not mandatory).
• Strategic thinker with commercial acumen.
• High level of discretion and professional maturity.
• Strong written and verbal communication skills.
• Analytical and data-driven mindset.
• Comfortable operating in a small, high-accountability environment.
• Ability to balance long-term strategy with day-to-day execution.
• Self-motivator and goal-oriented.
• Excellent time management and organisational skills.

Responsibilities

• Drive sustainable business growth through client acquisition.
• Develop and manage the business growth strategy.
• Enhance operational scalability to support growth.
• Develop, manage and co-ordinate the marketing material, including the social media presence, website and optimisation of all digital channels.
• Manage and maintain regular client communication and interaction/touchpoints.
• Develop and manage a formalised prospect pipeline (CRM-based).
• Implement structured prospect engagement journey.
• Ensure consistent follow-up and relationship nurturing.
• Identify professional introducers (attorneys, accountants, fiduciary specialists).
• Oversee production of marketing materials (investment commentaries, market updates etc).
• Develop and maintain digital strategy (Web, Linkedin).
• Assist in formalising service tiers and align service standards to remuneration structure.
• Develop service matrix and communication cadence.
• Develop structured annual client engagement plans.
• Manage portfolio review cadence and proactive planning conversations.
• Standardise quality of presentation materials.
• Develop library of branded templates and formats.
• Maintenance and development of the CRM system.
• Ensure accurate data capture, segmentation and reporting.
• Implement workflow automation where possible.
• Map all core processes (client onboarding, reporting, CIS transactions, compliance workflows).
• Identify inefficiencies and implement improvements.

Skills

Business development

Client relationship management

Operational process optimisation

Analytical skills

Strong communication skills

Time management

Education

Degree in business, finance, or marketing

CFA or CFP qualification

Tools

CRM systems

Job description

We are an independent, privately owned advisory business. We pride ourselves in providing bespoke advisory services to select high net worth individuals, families, public benefit organisations and trusts. All the aspects of our business, from our investment approach to our remuneration structure and uncompromising independence, serve to align our interests with those of our clients.

We are looking for a dedicated and dynamic individual to join our team to assist with the growth of the business, through the specific focus on business development, client relationship management and optimisation of operational processes. The role will include exploring, developing and implementing strategies to grow the business through new client acquisition, client relationship management and supporting the operational team with prioritisation and implementation of key deliverables.

The role will require the candidate to become intimately involved with the business operations and strategy. The candidate will focus on maintaining and ensuring the optimisation of servicing of existing client relationships, developing and implementing the marketing strategy by identifying and managing the various channels to market and development of new client relationships.

The role bridges strategy, marketing, operations and client service, ensuring that the commercial ambition and objectives are matched by operational capability.

Business Development & Marketing

Objective - to drive sustainable business growth through structured client acquisition and brand positioning

• Develop and manage the business growth strategy
• Build and communicate a comprehensive marketing plan to help the business achieve its revenue goals and operational efficiencies
• Analyse market trends, industry developments and to identify/manage channels to market
• Develop, manage and co-ordinate the marketing material, including the social media presence, website and optimisation of all digital channels
• Manage and maintain regular client communication and interaction/touchpoints
• Develop and manage a formalised prospect pipeline (CRM-based)
• Implement structured prospect engagement journey
• Ensure consistent follow-up and relationship nurturing
• Identify professional introducers (attorneys, accountants, fiduciary specialists)
• Oversee production of marketing materials (investment commentaries, market updates etc)
• Develop and maintain digital strategy (Web, Linkedin)

Client Engagement Architecture & Client Service

Objective- to develop a structured engagement framework

• Assist in formalising service tiers and align service standards to remuneration structure
• Develop service matrix and communication cadence
• Develop structured annual client engagement plans
• Manage portfolio review cadence and proactive planning conversations
• Standardise quality of presentation materials
• Develop library of branded templates and formats

Operations & Systems Development

Objective - to enhance operational scalability and efficiency to support growth

• Maintenance and development of the CRM system
• Ensure accurate data capture, segmentation and reporting
• Implement workflow automation where possible
• Map all core processes (client onboarding, reporting, CIS transactions, compliance workflows)
• Identify inefficiencies and implement improvements

CANDIDATE PROFILE

Experience and Qualifications

• 5–10 years’ experience in wealth management, asset management, or financial services
• Demonstrable experience in business development and pipeline management
• Strong operational and process optimisation experience
• Experience within boutique advisory or family office environment advantageous
• Degree in business, finance, marketing or related discipline advantageous
• CFA, CFP or related qualification advantageous (not mandatory)
• Strategic thinker with commercial acumen
• High level of discretion and professional maturity
• Strong written and verbal communication skills
• Analytical and data-driven mindset
• Comfortable operating in a small, high-accountability environment
• Ability to balance long-term strategy with day-to-day execution
• Self-motivator and goal-oriented
• Excellent time management and organisational skills