Business Development Relationship Manager

Riscura; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company based in Cape Town is seeking a Business Development Associate to support client acquisition and engage in market analysis. The ideal candidate will possess a Bachelor's degree and 2-4 years of relevant experience, alongside proficiency in Microsoft tools. The role includes managing client relationships and developing business strategies. Competitive remuneration aligned with market standards is offered.

Qualifications

• 2-4 years relevant experience is preferred.

Responsibilities

• Assist in the acquisition of new clients.
• Track client engagements on CRM and prepare due diligence documents.
• Onboard new clients and coordinate with senior analysts.
• Perform industry and competitor analysis.
• Ensure marketing materials are professional and accurate.
• Develop business strategies and manage various projects.
• Manage RFPs, draft proposals for clients.
• Research for future thought leadership and training events.
• Provide support to business functions for client management.

Skills

Proficient in Microsoft programmes

Internet research and data mining

Strong project management skills

Team player

Good writing and editing skills

Education

Bachelor's or Honours degree in Finance, Mathematics or Statistics

Job description

Apply Today

Location: Cape Town

Reports To: Head of RisCura Investment Analytics

Application Criteria

Bachelor's or Honours degree in Finance, Mathematics, Statistics, or a related field.

Experience: preferably 2-4 years relevant experience.

EE Disclaimer

RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area.

Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

Purpose of Job

The successful candidate would provide assistance to the RisCura Analytics Head of Business and Business Development teams in their acquisition of new clients.

The work of the BD Associate will ensure successful implementation of business development activities guided by the practice development framework.

Key Competencies, Skills and Attributes

• Proficient in Microsoft programmes, specifically Teams, Word, Excel, PowerPoint, SharePoint and Dynamics Sales.
• Internet research and data mining of industry-related sources.
• Strong project management and prioritisation skills, very organised with good attention to detail.
• People‑oriented, team player.
• Good writer and editor in English.

Monthly / Daily Tasks

• Track client engagements on the CRM system and prepare and compile due diligence documents, pricing, requests for proposals, contracts, and industry surveys.
• Onboard new clients and coordinate between senior analysts and clients.
• Perform industry and competitor analysis to better understand the market we service.
• Ensure marketing material, presentation slides, documents, marketing articles, client communication is professional, accurate and of high quality.
• New client acquisition and building solid relationships with clients, while maintaining existing relationships with Trustees, Custodians, Prime Brokers, Retirement Funds, Asset Managers and Mancos.
• Develop business strategies, pitches and manage a variety of projects.
• Manage RFPs, draft proposals and contract with new and existing clients.
• Manage the maintenance of Analytics BD content in Content Chooser and the resulting Content Chooser Directories (currently in Excel).
• Research industry events and topical topics for future thought leadership events and training events for the BD team.
• Assist with sales and marketing material compilation, printing, binding and delivery.
• Implement the practice development framework within the company, identifying new business opportunities and assist in growing the business.
• Drive the business development function of RisCura Analytics, providing support to other business functions and ensure effective client relation and management.
• General administrative ad hoc duties.

Other Key Relationships

• Work directly with the members of RisCura's business development focused teams.
• Work directly with members of RisCura Analytics operations and management teams.
• Establish working relationships with many of RisCura's service providers and industry body partners.

Remuneration

Market‑related