Business Development Specialist

James & Partners; Wes-Kaap; On-site; ZAR 300,000 - 420,000; Full time

Job summary

James & Partners is seeking a Business Development Specialist to build a consistent pipeline of prospective wealth management clients through direct outreach, networking, referrals, events and strategic partnerships.

You will work with Wealth Managers to identify, engage and qualify prospective clients, creating high-quality opportunities for the advisory team and supporting client acquisition campaigns.

Qualifications

• Experience in business development, lead generation or client acquisition.
• Strong communication skills across telephone, written and face-to-face interactions.
• Proactive, consistent prospecting with ability to build credibility with professionals and executives.

Responsibilities

• Identify and research prospective clients in the target market.
• Conduct outreach via calls, LinkedIn, email, referrals and networking.
• Start meaningful conversations about financial planning needs.
• Qualify prospects and set up introductory meetings for Wealth Managers.
• Develop referral relationships and strategic partnerships.
• Maintain records of outreach activity and pipeline progress.

Skills

Lead generation

Account development

Prospecting

Telephone & outreach

Networking

Relationship building

Pipeline management

Target achievement

Independent working

Tools

LinkedIn

Job description

We are working with an established international wealth management business that is looking to appoint a driven and relationship-focused Business Development Specialist.

This is a client acquisition and lead generation position. You will work closely with a team of Wealth Managers to identify, engage and qualify prospective clients, creating high-quality opportunities for the advisory team.

The role

You will be responsible for building a consistent pipeline of prospective wealth management clients through direct outreach, networking, referrals, events and strategic partnerships.

Your responsibilities will include:

• Identifying and researching prospective clients within the target market
• Conducting outreach through telephone calls, LinkedIn, email, referrals and networking
• Starting meaningful conversations with potential clients about their financial circumstances and planning needs
• Qualifying prospects based on their requirements, financial position and suitability for the firm’s services
• Booking high-quality introductory meetings for Wealth Managers
• Building and nurturing relationships with prospects who may not be ready to engage immediately
• Developing referral relationships and potential strategic partnerships
• Supporting client acquisition campaigns and networking initiatives
• Maintaining accurate records of outreach activity, follow-ups and opportunities
• Working closely with Wealth Managers to improve lead quality and conversion rates
• Reporting on activity levels, meetings generated and pipeline progress

What we are looking for

The successful candidate will ideally have:

• Previous experience in business development, lead generation, sales or client acquisition
• Experience within financial services, wealth management, banking, insurance or professional services would be advantageous
• A strong understanding of how to identify, approach and develop prospective clients
• Excellent telephone, written and face-to-face communication skills
• The ability to build trust and credibility with professionals, executives and business owners
• A proactive and consistent approach to prospecting
• Strong organisation, follow-up and pipeline management skills
• The resilience to work towards activity and meeting generation targets
• The ability to work independently while collaborating closely with an advisory team
• A professional and consultative approach rather than an aggressive sales style

This is not a financial advisor recruitment role.

The focus of the position is generating and developing prospective client opportunities for the company’s existing Wealth Managers.

Why consider the opportunity?

• Join an established international wealth management business
• Work alongside experienced Wealth Managers
• Represent a strong and comprehensive financial planning proposition
• Build relationships with professionals, entrepreneurs and business owners
• Contribute directly to the growth of the company’s client base
• Develop your career within a collaborative and growth-focused environment

Candidates with experience in business development, client acquisition, lead generation, wealth management, financial services, banking, insurance or professional services are encouraged to apply.