Distribution Sales Manager

The Recruitment Council; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A premier investment management firm is seeking a Distribution Sales Manager to drive growth and expand market footprint in Cape Town. The role involves strategic sales initiatives, relationship management with IFAs, and presenting investment strategies. Ideal candidates have a CFP® designation and a BCom degree, along with proven distribution experience in various investment products.

Qualifications

• Proven distribution experience in investment products.
• Ability to drive new business growth and deepen relationships.
• Strong understanding of investment strategies and portfolio construction.

Responsibilities

• Identify and develop new business opportunities.
• Build trust-based relationships with IFAs and distribution partners.
• Present investment philosophy and performance clearly.

Skills

Sales execution

Relationship building

Technical investment knowledge

Education

Bachelor of Commerce (BCom) degree

Certified Financial Planner® (CFP®) designation

Post-graduate Financial Planning Qualification

Job description

A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding our market footprint and achieving ambitious goals for Assets Under Management (AUM).

If you combine high-level sales execution with deep technical investment knowledge, this is your opportunity to represent a leading brand and significantly impact our growth trajectory.

The Challenge : Strategic Sales & Relationship Building

This role is about driving new business growth, deepening existing relationships, and promoting our investment solutions across the IFA and wealth manager segments.

Responsibilities

Sales & Execution : Identify, develop, and convert new business opportunities within the IFA and wealth manager space. Drive fund and model portfolio inflows through strategic sales initiatives, roadshows, and presentations.

Relationship Deepening : Build and maintain strong, trust-based relationships with IFAs and key distribution partners. Act as the primary contact for investment-related queries and performance insights.

Technical Expertise : Demonstrate a deep understanding of financial markets, investment strategies, and portfolio construction. You will present our investment philosophy, process, and performance with clarity and confidence.

Advisor Onboarding : Self-source and onboard new IFAs, converting them into active supporters and brand ambassadors.

Compliance & Service : Adhere to compliance policies and uphold brand standards. Deliver proactive, innovative service that exceeds client expectations.

Qualifications & Experience

Certified Financial Planner® (CFP®) designation.

Bachelor of Commerce (BCom) degree (or equivalent tertiary qualification).

A post-graduate Financial Planning Qualification (or equivalent).

Experience

Proven distribution experience with any of the following product types will be a significant advantage :

• Unit Trusts
• Investment Platforms
• Model Portfolios
• Bespoke Portfolios