Central Business Development Manager (12mth FTC)

Merand Recruitment; Sandton; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A prominent recruitment firm is seeking a Central Business Development Manager to provide support to Financial Advisors across South Africa. The role involves driving advisory processes, aiding practice improvements, and fostering client opportunities, suitable for candidates with a strong educational background and industry experience. This position offers a platform for personal growth and impactful contributions to the firm's operations.

Qualifications

• Degree in Commerce, Financial Planning, Finance, or Investments preferred.
• 1-3 years’ experience in the Financial Services Industry.
• CFP status advantageous.

Responsibilities

• Support Financial Advisors and Regional BDMs with centralized business development.
• Monitor system usage and improve operational efficiencies.
• Assist in financial planning execution and client opportunities analysis.

Skills

Communication

Interpersonal skills

Emotional resilience

Technical proficiency

Education

Bachelor’s Degree in Commerce

Financial Planning

Finance

Investments

Job description

As the Central Business Development Manager you will be responsible for :

• Centralised business development support to Financial Advisors to deliver our unique client experience.
• Centralised support to other senior Regional Business Developers across South Africa to enable
• Driving the company's endorsed advisory processes in practices, in particular endorsed tool usage and endorsed solution range.
• Assist Regional Business Development Manager in growing Assets Under Management for each Financial Advisor.
• Support general practice improvement across the Financial Advisor base, led by Partner Director.

Responsibilities :

• Core part of the role’s responsibilities is to alleviate production pressures that Regional BDM’s experience.
• Execute the company's endorsed financial plans and annual reviews on behalf of the senior BDM and with the Advisors.
• Assist BDM’s or Financial Advisors with virtual client support when needed.
• Help develop and upskill individuals to fully understand the endorsed advice process.
• Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database with the senior BDM. This includes high level investment analysis.
• Serve as a liaison between other external BDM’s and ADW Regional BDM’s to streamlined communication.

Usage statistics and management Information :

• Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies. Compare practices against one another to harness efficiencies and best practices.
• Track usage of endorsed advice process adoption.
• Identify and drive better results within the endorsed advice process where necessary.

Personal and Company Development :

• Set personal goals for the year and ensure that personal training and development takes place.
• Tracking alignment to further potential growth opportunities within ADW.
• Fulfilling operational responsibilities.
• Good communication skills, both written and verbal.
• High reporting standard.
• High client service orientation.
• Technical and IT proficient, need to be comfortable configuring systems and analysing data.
• Ability to effectively influence and persuade others.
• Strong interpersonal skills.
• Emotional resilience.
• Self - motivated to ensure personal and professional improvement.
• Action orientated and takes initiative.

Qualifications and Experience :

• Appropriate tertiary qualification (Bachelor’s Degree in Commerce, Financial planning, Finance, Investments preferable).
• Preferred 1-3 years’ experience in the Financial Services Industry.
• CFP status will be advantageous.
• Only shortlisted candidates will be contacted

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