Distribution Sales Manager | Centurion

The Recruitment Council; Gauteng; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A premier Investment Management Firm in South Africa is seeking a Distribution Sales Manager to drive growth within their team. This role requires a certified financial planner with a strong understanding of the financial markets and the ability to build trust-based relationships with Independent Financial Advisors (IFAs). Responsibilities include developing new business, maintaining client relationships, and demonstrating deep investment knowledge. A bachelor’s degree and relevant qualifications are essential for this impactful position.

Qualifications

• Must hold a CFP® designation.
• Bachelor's degree or equivalent required.
• Post-graduate qualification in financial planning is preferred.

Responsibilities

• Identify and develop new business opportunities.
• Drive strategic sales initiatives and presentations.
• Build and maintain relationships with IFAs.
• Demonstrate technical investment knowledge.

Skills

Sales execution

Relationship management

Financial markets knowledge

Investment strategies

Education

Certified Financial Planner® (CFP®)

Bachelor of Commerce (BCom)

Post-graduate Financial Planning Qualification

Job description

Overview

Are you a commercially minded and client‑centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape?

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