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 looking for a Distribution Sales Manager to drive strategic sales and relationship building within the distribution team. This crucial role is focused on expanding market reach and achieving ambitious growth goals in Assets Under Management. Candidates should possess a CFP, a BCom degree, and proven experience in distribution with various investment products. Strong relationship-building skills and a deep understanding of financial markets are essential for success in this role.

Qualifications

• Proven distribution experience with Unit Trusts, Investment Platforms, Model Portfolios, or Bespoke Portfolios.
• Deep understanding of financial markets and investment strategies.

Responsibilities

• Identify and convert new business opportunities.
• Drive fund inflows through sales initiatives and presentations.
• Build relationships with IFAs and distribution partners.

Skills

Sales execution

Investment knowledge

Relationship building

Education

Certified Financial Planner (CFP)

Bachelor of Commerce (BCom)

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

• 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.
• 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.
• Demonstrate a deep understanding of financial markets, investment strategies, and portfolio construction.
• Present our investment philosophy, process, and performance with clarity and confidence.
• Self-source and onboard new IFAs, converting them into active supporters and brand ambassadors.
• 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).
• Proven distribution experience with any of the following product types will be a significant advantage:
• Unit Trusts
• Investment Platforms
• Model Portfolios
• Bespoke Portfolios